CLOs on the Move

Concord Services

www.concordinvestment.com

 
Concord Services is a Chicago, IL-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

Eagle Credit Union

Eagle Credit Union is a Stockton, CA-based company in the Financial Services sector.

QMR Staffing Solutions

QMR Staffing Solutions Inc. is a Ottawa, ON-based company in the Financial Services sector.

Pyramid Financial Solutions

Pyramid Financial Solutions is a Indianapolis, IN-based company in the Financial Services sector.

Avantax

Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.