Concord Wealth Management is excited to announce we are now part of the nationwide organization 1847Financial as part of Penn Mutual Life Insurance Company.
Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.
Our commitment to our financial professionals and clients we serve remains stronger than ever.
As a policyholder and client, nothing has changed. We will continue to offer the products and services that best suit your needs for protection and overall wealth management.
For financial professionals - We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.