We are so excited about the release of our new all-in-one FLITE Tech Platform. Check out the video and features below. With The Concorde FLITE Tech Platform you get: Integrated programs Applications Dynamic forms Comprehensive back office support An option to create a streamlined dashboard Schedule a Demo Today!
April 1, 2019—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), has earned a coveted spot on the Investment News list of Best Places to Work for Financial Advisers in
Industry veteran Aubrey Morrow, host of “The Financial Advisors” radio show and president of Financial Designs, Ltd. has joined Concorde. As a Certified Financial Planner (CFP) and Investment Advisor Representative, Morrow brings a strong background in conceptual financial planning. Morrow’s efforts in utilizing Financial Designs’ tax reduction strategies, risk management, investment selection, advanced estate, and
Concorde’s very own Director of Research and Due Diligence officer, Tim Witt, recently contributed an article to Investment News on opportunity-zone investments and their range of potential tax benefits. Check out the entire article here.
Concorde is pleased to announce that the conference agenda for the Concorde “Level Up” Conference for June 4-6 has been finalized. Please register now in order to secure your hotel and receive the best pricing on airfare. The conference registration, presenters, hotel accommodations, travel arrangements, and access to the private event on Comerica Park