The Concord Equity Group was founded in 1975 and has become one of the nation's leading independent financial service firms with branch offices nationwide. Since our inception, The Concord Equity Group has one goal in mind, to help prepare our clients for their future financial needs. We build an alliance with our clients that is based on mutual trust, confidence and personal service.
Through our strategic partnership with Spencer Trask & Co., The Concord Equity Group provides its affiliates with the unique opportunity to offer private equity capital investments to their accredited investors.
The Concord Equity Group is a member of the National Association of Securities Dealers (NASD) and the Securities Investment Protection Corporation (SIPC). The Concord Investment Advisors is a State Registered Investment Advisor. – less – More from ZoomInfo »