We help high-net-worth families and business owners set tangible goals and then put strategies in place that assist them in achieving those goals through thoughtful planning and open communication. *The information we share is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Third-party posts found on this profile do not reflect the views of Concord Wealth Partners. Investment advisory services are offered through Concord Wealth Partners, an SEC Registered Investment Advisor. For full disclosures, visit: https://concordwealthpartners.com/
View Top Employees from Concord Wealth Partners| Website | http://www.concordwealthpartners.com |
| Revenue | $872000 |
| Employees | 18 (18 on RocketReach) |
| Founded | 2002 |
| Address | 955 W. Main Street, Abingdon, Virginia 24210, US |
| Phone | (276) 628-5910 |
| Fax | (276) 623-1593 |
| Industry | Financial Services, Business Services General, Business Services |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies |
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Concord Wealth Partners Questions
The Concord Wealth Partners annual revenue was $872000 in 2024.
J Wade Lopez is the President of Concord Wealth Partners.
18 people are employed at Concord Wealth Partners.
Concord Wealth Partners is based in Abingdon, Virginia.
The NAICS codes for Concord Wealth Partners are [561, 5611, 561110, 56111, 56].
The SIC codes for Concord Wealth Partners are [87, 874].
Top Concord Wealth Partners Employees
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