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Concord Advisors Connect app for iPhone and iPad


4.8 ( 5488 ratings )
Finance
Developer: Mike Maimone
Free
Current version: 1.0, last update: 6 years ago
First release : 19 May 2017
App size: 53.04 Mb

Concord Advisors Connect puts your financial services in the palm of your hand, no matter where you are. Log in and find all of your asset management links conveniently located in one place. Plus get our weekly investment and retirement news, informative Financial EDU videos, and more! Use the app to schedule an office visit, and then tap a button to navigate to our office from wherever you are. You can also easily send us a quick message or call our direct line from the home screen of our app. Concord Advisors Connect does just that - it connects you to us, our services, and your investments.
Disclosure:
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC
Advisory Services offered through Concord Advisors,
a state Registered Investment Advisor
Concord Advisors is a separate entity from ValMark Securities, Inc.