Download our new mobile app!
Click the appropriate link above to go to your app store, and then click “Install” to send the app to your phone or tablet. Once installed, look for the icon that says, “My Advisor.”
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! Tap a button to call us or 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.