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About Us. Expertise.

How do you know you are getting professional advice from Concord Wealth Management? Because every advisor gets training, guidance and partnering with our senior wealth management team. All newly-hired team members complete a robust advisor orientation program and are also provided ongoing formal instruction and practical, on the job education working in our collaborative team environment. Weekly team meets ensure advisors are sharing their knowledge and finding new solutions to problems which result in better service for our clients.


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