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Street address: 230 Third Ave., 6th Floor
City / suburb: Waltham, MA
Zip code: 02451
Phone: (781) 966-2980 (Primary Phone)
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Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support.

Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client.We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages.*Registered Representative of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, Inc.,(HTK) Registered Investment Advisor Member FINRA & SIPC.Concord Wealth Management are not affiliated nor a subsidiary of Hornor, Townsend & Kent, Inc. Our representatives carry Life Insurance licenses and Securities licenses in MA. HTK is a wholly owned subsidiary of Penn Mutual. For additional licensing information, please contact us at (610) 771-0800. Not an offer or solicitation in any state where representatives are not licensed.

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City / suburb: Waltham, MA
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mortgage life insurance plans, variable life insurance plans, term life insurance plans, life insurance, financial services, whole life insurance plans

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