
Boardwalk Wealth Management
Fee-only financial planning and investment management
Brokerage, advisory and insurance platform for financial professionals3909 Research Park Drive, Suite 200, Ann Arbor, MI
Concorde Investment Services is a broker-dealer, SEC-registered investment adviser and insurance firm that works with financial professionals rather than directly with individual investors. Its platform combines brokerage, advisory and insurance solutions, along with technology, resources and personalized support for advisors who run their own practices and serve clients.
Financial professionals working with Concorde can expect help operating more efficiently and growing their businesses. The firm's office is at Research Park Drive in Ann Arbor, and it lists a phone line for advisors to call. Securities are offered through its broker-dealer affiliate, which is a member of FINRA and SIPC.

Fee-only financial planning and investment management


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Investment management with a long-term, steady approach
Listing your business here is free. Featured is $49 a month: