Testimonials

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Todd A. Goodson

Goodsons’ Supermarkets Inc. Bluefield, VA.

“I have been a client of Concord Wealth Partners for approximately 3 years. Before meeting the Lopez family, one of my biggest financial challenges was planning for my children’s academic future. As a young father, I started to feel overwhelmed with how and when to start saving for my children. I now have peace of mind knowing that I have a mapped out financial plan moving forward. I would recommend Concord Wealth Partners not only for their expertise but also their friendly and family-like atmosphere. I am very comfortable talking to them about the future of my family. They have always treated me with extreme kindness and are very helpful with any questions I may have. They offer us a wide range of services and are a joy to work with on a personal and professional level”.

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C.R. Neighborgall, IV

President, Neighborgall Construction Co. Huntington, WV

“The fact that our firm has worked with TWP for three generations is a testament to their ability to lead in an everchanging world. TWP is a vital partner in our business, and we rely heavily on their expertise and advice when making decisions. The partners and staff at TWP are easy to talk to and make complex financial accounting issues easy to understand. Before our relationship with Concord Wealth Partners, we lacked adequate coordination, communication, and planning for our investments with our estate plan and business operations. CWP provided insight during our initial goal-setting meeting, which immediately gave us positive results. CWP and TWP now manage our investments and fully integrate business, estate, and tax planning.”

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Pat McDonald

Retired Real Estate Agent Stephens City, VA

“The best decision we ever made was to become clients of Concord Wealth Partners. Because of the people at this firm, I was able to take care of my husband throughout his illness. Now I am a widow, but I do not worry about finances because I know that this team is looking out for me and the money I have entrusted with them. Even though I loved my career in Real Estate, I had no idea how to invest the money that I had earned. Professional guidance is always the best course of action. Every single person at this firm makes you feel like you are their one and only client. Their team is highly trained in their field of expertise, and I always feel comfortable discussing any issue that comes up either on the phone or via email.”

Contact Us

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We live and work near you

Abingdon , VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Richmond, VA

5309 Commonwealth Centre Parkway - #109, Midlothian, VA 23112

(276) 628-5910

Rockville, MD

11400 Rockville Pike #500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. - A, Charlottesville, VA 22902

(434) 226-2651

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083