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Concordia Wealth Planning
Concordia Wealth Planning offers fiduciary, fee-only financial planning and investment management services.
Concordia Wealth Planning is a company in finance, financial services, tax consulting, wealth management based in Great Lakes, Midwestern US, founded in 2019.
Within the finance, financial services, tax consulting, wealth management space, the company focuses on its core offering rather than a broad product line.
Great Lakes, Midwestern US is where the company is located.
Directory data places it at the Private company stage.
Its team size is recorded as c_00001_00010 employees.
| Sector | Finance, Financial Services, Tax Consulting, Wealth Management |
|---|---|
| Headquarters | Great Lakes, Midwestern US |
| Founded | 2019 |
| Employees | c_00001_00010 |
| Stage | Private company |
Website: www.concordiawp.com
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