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.”
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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955 West Main St. Abingdon, VA 24210(276) 628-5910
11400 Rockville Pike Suite 500, Rockville, MD 20852(301) 984-4461
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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
218 13th St. Huntington, WV 25701(304) 697-7083