Concorde
Financial ServicesMichigan, United States51-200 Employees
Concorde operates as a full-service broker-dealer and SEC-Registered Investment Advisor with an insurance arm, supporting financial professionals and their clients. Its approach combines investment management, advisory services, and insurance options within an integrated platform designed to help clients pursue their financial goals. The firm emphasizes a personalized approach, tailoring support to the specific objectives of each advisor and client. Headquartered in Ann Arbor, Michigan, Concorde sits as the parent company to Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. It serves clients across all 50 states and stresses long-term partnerships and deliberate, purposeful progress in its client relationships.