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Over 303 reviews for
Concord Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Financial Advising reviews in Concord

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  • Provider name locked. and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. Provider name locked. and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , Provider name locked. was able to place in a well known antique shop. Provider name locked. is a woman of her word.
  • We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.
  • Excellent. Provider name locked. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. Provider name locked. saved us a lot of  money. He is always available for any assistance,information and help that we need.He made the switch over very easy and fast in our busy clinic. He is a very dedicated to his profession.
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Financial Advisors in Concord

Companies below are listed in alphabetical order.
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