Testimonials

Moody landscape of south Styrian grape hills.

Kephany Powell

Tasting Room Manager Charlottesville, VA

“I am incredibly satisfied with Daniel Thornton and Concord Wealth Partners. I completely trust him as my Wealth Advisor, and honestly believe he takes care of my financial security and future as if I am a part of his family.”

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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 c...

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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 t...

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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 testimonials presented are from current clients, written by the clients, and were solicited by Concord Custom Wealth Group for presentation on this document. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance, may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of IA Firm by any of its clients.

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We live and work near you

Abingdon, VA

955 West Main St. Abingdon, VA 24210

(276) 628-5910

Rockville, MD

11400 Rockville Pike Suite 500, Rockville, MD 20852

(301) 984-4461

Charlottesville, VA

26 Garrett St. Suite A, Charlottesville, VA 22902

(434) 226-2651

Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

Twin Cities, MN

9490 Compass Pointe Road Woodbury, MN 55129

(651) 401-1670

Huntington, WV

218 13th St. Huntington, WV 25701

(304) 697-7083