Concord Financial Group
Finance · Delaware, United States · 11-50 Employees
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Overview
Headquarters
1711 Woodlawn Ave, Wilmington, Delaware,...Phone Number
(302) 478-4707Revenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Concord Financial Group
Concord Financial Group offers personalized financial planning services in Wilmington, DE, aimed at helping clients achieve their long-term goals, such as purchasing a beach home or enjoying retirement. Their services include wealth management, retirement planning, estate and tax strategies, and sustainable investing. The company focuses on creating tailored financial plans that align with clients' visions for the future, utilizing advanced tools like Riskalyze to assess risk tolerance. Their intended clients include individuals and small businesses seeking comprehensive financial guidance and investment management.Explore more
Concord Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Concord Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Concord Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concord Financial Group.
Concord Financial Group Tech Stack
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Concord Financial Group offers personalized financial planning services in Wilmington, DE, aimed at helping clients achieve their long-term goals, such as purchasing a beach home or enjoying retirement. Their services include wealth management, retirement planning, estate and tax strategies, and sustainable investing. The company focuses on creatin... Read More
