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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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  • 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.

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Investment advisory services provided through Concorde Financial Resources.

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