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Concorde Financial Group, Inc.
- 12395 World Trade Dr
- San Diego, California
- 92128
- Phone: (858) 592-6262
- Website
Description
GO FOR GROWTH. I can't retire yet and I'd like my investments to grow so one day I can. Where do I invest? What type of balance between different investments do I need? What can I expect long term? The Concorde team has been helping hundreds of clients grow portfolios for over 25 years. Let us help you!
INDIVIDUALS. All walks of life find a way to our doors. Corporate Chief Executive Officers, teachers, physicians, automotive related employees. Concorde has worked with nearly all professions over our history. Retired, still working, young, old, you name it. Hundreds of households have entrusted us with helping to navigate where they are today, where they are going and how to get there.
EXECUTE. No job is over until the paperwork is done. At Concorde we help you complete the necessary paperwork to execute your plan. We coordinate rollovers, work with you to complete applications, and monitor the transfer of your money. In the end, we provide you with copies of everything for your files. Our staff is here to answer questions and provide assistance every step along the way.