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/
Company Details
- Employees
- 19
- Founded
- -
- Address
- 955 W. Main Street, Abingdon,virginia 24210,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lopezwealth.com
- HQ
- Abingdon, Virginia
Concord Wealth Partners Questions
Concord Wealth Partners's website is lopezwealth.com
Concord Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/lopez-wealth-management-group
Concord Wealth Partners has
19 employees.
View email and phone details for 19
employees at Concord Wealth Partners.
Concord Wealth Partners's industry is
Financial Services
Concord Wealth Partners's top competitors are
Bluespring Wealth Partners,
Stateline Wealth Advisors,
Edelman Financial Engines,
Robert Half,
Mercer Advisors,
Cetera Financial Group,
Wealth Factory,
Wealth Enhancement,
The Carlyle Group,
Q3 Advisors.
Concord Wealth Partners's categories are Financial Services
Concord Wealth Partners's founding year is 2002
