Managing Challenges Together
Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Concord Wealth Management is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.
You can count on Concord Wealth Management at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.
Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.
Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.
Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy.
Let us know if we can help in any way.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
Keeping You Informed
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more diverse benefits to our clients.Learn More
Understanding Today's Financial Environment - for You
Hello! Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we're here to help.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives.
Let our professionals take the mystery out of preparing for today and tomorrow. Let's work together through all stages of your life.Contact Us
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the value of a home warranty.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?