700 Alexander Park
Princeton, NJ 08540
Visit us at Booth(s) 207 during the 2016 Annual Convention in Vancouver.
For more information, contact Kristen Leonardo
The Concord Advisory Group, Ltd. provides insurance clients with investment consulting services directly related to operating assets, sponsored retirement plans (both defined benefit and defined contribution), and reserve portfolios. Our consultants take a holistic approach when providing customized strategic advice, taking into consideration the entire financial structure of the
corporation inclusive of liquidity, operating and financial leverage, as well as, overall risk management. We are prepared to assist clients with the oversight and monitoring functions demanded by regulatory agencies. Concord
accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.
317.875.5250 - Indianapolis | 202.628.1558 - Washington, D.C.