Financial Advisor serving Concord, California · 1 of 6 financial advisors in the area
CONCORDIA WEALTH MANAGEMENT, LLC is a financial advisor located in Concord, California. As a local financial advisor, they serve Concord and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.
Financial professionals in Concord should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.
Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Concord may vary based on the scope of work and provider.
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1655 GRANT STREET, CONCORD, CA 94520
1390 WILLOW PASS RD., CONCORD, CA 94520
1390 WILLOW PASS ROAD, CONCORD, CA 94520
1390 WILLOW PASS ROAD
1001 GALAXY WAY
2041 EAST ST #1240