We help build, grow, and protect your wealth through custom solutions for even the most complex financial scenarios.
*The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of the Concord Custom Weath Group or its affiliates. Investment advisory services are offered through Concord Wealth Partners, LLC (CWP) to individuals and small business owners. Asset management services are offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals. Tax and accounting services are offered through Trainer, Wright & Paterno (TWP) to individuals and small business owners. All of Trainer, Wright & Paterno’s CPAs and accountants are members of the American Institute of Certified Public Accountants. Concord Wealth Partners and Concord Asset Management are SEC Registered Investment Aadvisors. Both firms are affiliated with Trainer, Wright & Paterno through common ownership. More information about Concord Wealth Partners, Concord Asset Management, and their relationship with TWP can be found at https://custom.concordwealthpartners.com/.
For full disclosures, visit: https://custom.concordwealthpartners.com/
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Industry
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Financial Services
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Company size
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51-200 employees
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Headquarters
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Abingdon, VA
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Type
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Privately Held
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Founded
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2002