Company Email Format Management

Concord Wealth Partners

Financial Services Abingdon, Virginia, United States 19 employees

Employees: 19
Contacts: 3
Emails: 3
Phones: 1

lopezwealth.com LinkedIn

Concord Wealth Partners Overview

Headquarters: Abingdon, Virginia, United States
Website: lopezwealth.com
Industry: Financial Services
Employees: 19
Founded: 2002
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

wealth management retirement planning estate planning

About Concord Wealth Partners

We help high-net-worth families and business owners set tangible goals and then put strategies in place that assist them in achieving those goals through thoughtful planning and open communication. *The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Concord Wealth Partners. Investment advisory services are offered through Concord Wealth Partners, an SEC Registered Investment Advisor. For full disclosures, visit: https://concordwealthpartners.com/

Concord Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Concord Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Gail Maidenbaum	Wealth Advisor at Concord Wealth	Rockville, Maryland, United States	Email
Hiba Charara	Operations Manager at Concord Wealth	Worcester, Massachusetts, United States	Email
Peter Grange, Cfp®, Chfc®, Aif®	Education-focused Wealth Advisor	Rockville, Maryland, United States	Email Phone
Jillian Mckinnon	Administrative Coordinator at Concord		View