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Concorde’s three lines of business — Investment Services, Asset Management and Insurance Agency — provide a greater opportunity for you to expand your knowledge base, grow your practice and capture even more value.
As an entrepreneur, you shouldn’t be boxed in and contained. Instead of telling you which products to sell, we give you the freedom to make those decisions based on what you feel is suitable for your clients and for your business. Whether that means offering products from all three of our divisions or focusing exclusively on one or two of them, Concorde gives you the flexibility to decide how to structure your services.