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World-Class Service for Financial Professionals

Increase Profits  •  Attract Clients
Eliminate Low-Payoff Activity

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Marketing

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Concierge

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Development

Our FPs are our #1 priority

Don't take our word for it, see what other's are saying...

Paul Carag






“Over the years, my team has worked with several agencies and field marketing offices. They provided some training and sales suggestions, but our only value to them was how much money we produced. Obviously, money is important for the success of any business but quality products and excellent service are important too. We finally feel like we’ll never need to leave. We matter to Concord Wealth Management, and they’ve given us the best help with marketing and keeping our goals crystalized to help us make better decisions. The crew at Concord make sure we have everything we need to succeed. We’re very grateful.”

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Donna Shelton-Monkus






“Josh and I worked with Concord this year to come up with a complete marketing package for our newly found company.   The results were amazing!   Working with these their marketing team was so easy and they continuously made the process easy for us to complete.  Our website is the best that I have ever seen.  In fact, just last week someone emailed me to offer to buy our website!   We were so proud that we have a lot of favorable comments about our website, but never an offer to buy!  Great job and kudos to Clint and Concord Dream Team!" 

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Alex Casella






“Concord helps me elevate my practice and drastically improve my digital marketing presence. I was at a point in my career where I needed to improve my brand and connect with the right prospects. Concord’s reliable staff, tools and digital marketing resources helped me target a group of professionals I enjoy working with and have a deep connection to. The team at Concord is among the best I’ve worked with, from the dedicated marketing support to the reliable new business team. The healthy and positive culture at Concord encourages success, promotes professional development and truly cares about its team members.”

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701 Edgewater Drive Suite 310
Wakefield, MA 01880

Tel: 781-966-2980

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