We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client.
We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages.
If you've ever strolled the historic streets of Beacon Hill on a quiet morning, or watched sailboats silently slip through the Charles River, you understand the calm of a perfect New England moment.
Not only does Concord have deep roots in the New England area, but our name means strength, leadership and a state of peace. This is the quiet assurance of our company: a financial stability to stand by you through all your life's stages.