Concordia Wealth Planning
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
200 E Campus View Blvd Ste 200, Columbus...Phone Number
(614) 881-1500Website
www.concordiawp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Concordia Wealth Planning
Concordia Wealth Planning specializes in customized wealth management solutions that align with clients' core values, aiming to achieve financial harmony. They offer a unique approach to wealth planning through their Four Foundations, which include transparent pricing and coordination with clients' existing professional networks. Their services cater to a diverse clientele, welcoming anyone looking to proactively plan for their future or navigate life transitions. Additionally, they provide SAGE Tuition Rewards, allowing clients to earn guaranteed scholarships for participating colleges based on their investments.Explore more
Concordia Wealth Planning Org Chart
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Concordia Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Concordia Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concordia Wealth Planning.
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Concordia Wealth Planning specializes in customized wealth management solutions that align with clients' core values, aiming to achieve financial harmony. They offer a unique approach to wealth planning through their Four Foundations, which include transparent pricing and coordination with clients' existing professional networks. Their services cat... Read More
