“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”.