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Concorde Financial Resources Logo
Concorde Financial Resources CB Rank
1807596
Heat Score
50
Concorde Financial Resources specializes in tax planning and preparation, investments, and fiduciary portfolio management services.
Founded
obfuscation
Private Wilkesboro, North Carolina, United States1-10 www.concordeplanning.com/
Asset Management
Consulting
Financial Services
Overview

Concorde Financial Resources
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Concorde Financial Resources

CB Rank
1807596
Concorde Financial Resources specializes in tax planning and preparation, investments, and fiduciary portfolio management services.
Founded
obfuscation
Private Wilkesboro, North Carolina, United States1-10 www.concordeplanning.com/
Asset Management
Consulting
Financial Services

Details

Legal Name Concorde Financial Resources, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-866-266-2670
Contact Email info@concordeplanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Fiduciary Portfolio Management
A fee-based investment advisory service that manages client portfolios under a fiduciary standard, aligning compensation with portfolio value.
Retirement Planning
A service that develops strategies to prepare clients financially for retirement, considering modern complexities and individual goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$178.5KThis year, Concorde Financial Resources is projected to spend $178.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Indicative Pricing Logo
Indicative Pricing
85
Wireless Service Providers Logo
Wireless Service Providers
75
Internet Bundles Logo
Internet Bundles
75

Active Website Tech Count

17Concorde Financial Resources is actively using 17 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Concorde Financial Resources's headquarters? Concorde Financial Resources is located in Wilkesboro, North Carolina, United States.Who are Concorde Financial Resources's competitors? Alternatives and possible competitors to Concorde Financial Resources may include HighTower Advisors, Creative Planning, and  Fidelity.
Who We Are
What We Do
Helpful Links
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