Concurrent Wealth Management

Concurrent Wealth Management

Financial Services

Green Bay, Virtual headquarters serving clients nationwide 424 followers

Live fully and retire confidently! You deserve to live an abundant life now and later.

About us

Concurrent Financial Planning offers a place where individuals, families and business owners can engage in a transformational personal financial planning process that aligns their life’s purpose with their money. We help you define a life money partnership so you can pleasantly strive toward your life aspirations. This is life money balance™.

Website
http://www.concurrentfp.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Green Bay, Virtual headquarters serving clients nationwide
Type
Privately Held
Founded
2018

Locations

  • Primary

    101 S Military Ave

    Suite 255

    Green Bay, Virtual headquarters serving clients nationwide 54303, US

    Get directions

Employees at Concurrent Wealth Management

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