Concert Financial Planning is a fee-only, fiduciary financial planning firm designed for BigLaw Attorneys. We help you navigate important financial decisions in order to build the bedrock upon which you can grow your family, own your career, and follow your passions.
Company Details
- Employees
- 1
- Founded
- 2019
- Address
- 2950 North Loop West,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.concertplanning.com
- Keywords
- Financial Planning, Investment Management, Estate Planning, Retirement Planning, Tax Mitigation Strategies, Mutual Funds, ETF's, Small Business Retirement Plans, Employee Benefits, Student Loan Analysis, Attorneys, BigLaw, Private Practice.
- HQ
- Houston, TX
- Competitors
- WisdomTree Asset Management.
Concert Financial Planning, Llc Questions
Concert Financial Planning, Llc's website is https://www.concertplanning.com
Concert Financial Planning, Llc's LinkedIn profile is https://www.linkedin.com/company/concertfinplan
Concert Financial Planning, Llc has
1 employees.
View email and phone details for 1
employees at Concert Financial Planning, Llc.
Concert Financial Planning, Llc's industry is
Financial Services
Concert Financial Planning, Llc's top competitors are
Wisdomtree Asset Management.
Concert Financial Planning, Llc's categories are Financial Services
Concert Financial Planning, Llc's founding year is 2019
