Skip to main content

What's Your Risk Number?
  • Phone: 1-866-266-2670
  • Email: info@concordeplanning.com
  • Client Login

  • Home
  • About 
    • Our Firm
    • Our Team
    • What to Expect
  • Our Services
  • Resources
    • Blog
    • Useful Websites
    • Financial Calculators
  • Contact

 

    You are here

  1. Home
  2. About

About

Established in 2001, our team puts extensive experience, education and professional licenses to work to achieve your financial goals.  We are passionate about what we do and our commitment to clients. We help clients achieve financial goals by providing a framework and direction for achieving those goals.  Our team provides financial services to individuals throughout the United States.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. 

Our mission is to provide prudent, objective, and comprehensive financial advice, serving the best interests of our clients.  

About

  • Our Firm
  • Our Team
  • What to Expect

Book a Meeting

Tell a Friend

Quarterly Commentary

Subscribe to our newsletter and get exclusive info straight to your inbox!

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 30 N. Congress St York, SC 29745
  • 280 Boone Trail N. Wilkesboro, NC 28659
  • Phone: 1-866-266-2670
  • Email: info@concordeplanning.com

The opinions expressed herein are those of Concorde Financial Resources and do not necessarily reflect those of the Westminster Financial Securities and are subject to change without notice. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security.

Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC
Investment advisory services provided through Concorde Financial Resources.

ADV Part 2

 

© 2023 Concorde Financial Resources . All rights reserved.

Website Design For Financial Services Professionals