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Concourse Financial Group team manager discusses business.

Empowering Your Business

We understand that as a financial professional, your role is always evolving as you serve clients and grow your practice. When you join us, we're by your side to support the comprehensive needs of your business so you can achieve your goals.
Your comprehensive support team
Our team of experts has the knowledge and resources you need to help protect your clients' assets and keep your business moving forward. Watch our short video to learn more about our holistic support.
Video showcasing the Concourse Financial Group leadership team and their capabilities.

What you can expect from us

From our dedicated experts and support to our organizational structure and in-house capabilities, we're uniquely positioned to help strengthen every facet of your business.
Boutique experience with uncompromising resources
Access in-house consultants as an extension of your own team.
An organizational structure built to meet your needs
Get the financial planning support of an RIA with access to a broker-dealer and BGA.
In-house experts dedicated to helping you grow
We support your financial planning, insurance, advisory and compliance services with access to investment and fixed income solutions.
Innovative technology hub tailored to your needs
Access online insurance quoting and application systems, benchmarking tools and account aggregations.
Resources to help you maximize your practice
Tap into training events, study groups, technology consulting and acquisition, contingency planning and more.
A money flower icon which represents the financial planning services offered by Con-course Financial Group.
Capabilities designed for practice growth and client satisfaction
Leverage investment and planning solutions and offer clients personal consultations from our experts.
Let's start a conversation
Choosing who you work with isn't easy. The decision impacts your business, employees, clients, and future. We understand that. Let's start with a conversation.

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See what our community is saying about us

Here's what some of our financial professionals have to say about how we have helped support them and their business.

"I had been with Concourse for the last 17 years of my career and I could not have chosen a better place to work. After the satisfaction of helping many clients achieve their retirement goals, I can devote my own retirement to the people and causes that matter most to me."

Mike R.

"Our clients' stories remind us that our work is truly valuable. We provide the financial confidence that they need to make their dreams come true. We would not be able to help clients without the support and assistance of Concourse that occurs behind the scenes!"

Danica A.

"Most people dread change. But with Concourse, the transition process was short-lived. I know I made the right decision, and my clients are all the better for it."

Jay M.