SEC CRD #801-131951
--> Concord Financial Group | Financial Planning in Wilmington | 1711 Woodlawn Avenue, Wilmington, DE 19806, USA top of page Live the Life You ve Always Imagined. Financial planning for life. LET US TAKE YOU THERE Future You Will Thank Present you Close your eyes and think about your future. What do you see? Let s work together to make your vision your reality. At Concord Financial Group, we ll start by determining your goals. Then, we ll work backwards to arrive at a financial plan aligned with your vision for the future. LET US HELP BUILD YOUR FUTURE Your Retirement Dreams Could Be in Reach. What you need is a plan! Wealth Management Retirement Accumulation Estate Tax Legacy Philanthropic Multi-Generational Small Business Investment Management Goal-Based Strategy Design Portfolio Construction Risk Management Tax Optimization Asset Allocation Performance Benchmarking Sustainable Investing Environmental Social Governance Alternative Solutions Private Equity/Pre-IPOs Syndicate Investment Banking Issuances Institutional Real Estate EXPLORE OUR OPTIONS Do You Know Your Risk Number? Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. By taking this 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations . Together we can take the guesswork out of your financial future. TAKE THE QUIZ VIEW OUR LATEST NEWS Our
THOMAS DAVID KOWALCZYK
CHIEF COMPLIANCE OFFICER
📞 (972) 876-8422
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$618M
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.