@concordeis.com
Concorde is an SEC-Registered Investment Advisor (RIA), full-service broker-dealer and insurance firm licensed in all 50 states.
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About
Description
Concorde Holdings is a reputable brand that operates as a SEC-Registered Investment Advisor (RIA), a full-service broker-dealer, and an insurance firm. With licenses in all 50 states, they offer a wide array of financial, insurance, and investment solutions. Their comprehensive and interconnected ecosystem empowers financial professionals and their clients to make informed decisions and pursue their financial goals.
What sets Concorde apart is their agnostic approach to offerings, acting as a strategic partner for their financial professionals. They provide the necessary technology infrastructure, resources, and support to help professionals establish successful practices. Being wholly independent, Concorde is not influenced by external entities like banks, insurance companies, or wire-house operators.
With a strong focus on caring for their clients, Concorde ensures detailed care and empowers professionals to guide investors towards confident financial decisions. Their dedication and expertise make them a trusted choice in the financial industry. Concorde holds a prominent position in Livonia, Michigan, with their headquarters based there.
Their commitment to excellence and customer satisfaction is evident in their privacy policy and adherence to important disclosures. If you're looking for a reliable and supportive partner in your financial journey, Concorde Holdings is here to help. Contact them today to learn more and experience their exceptional services
Company Type
Privately Held
Company Size
51-200
Year Founded
2010
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