Carolina Tax and Financial Group

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30 Congress St N
York, SC 29745
+1 (803) 818-5557
http://www.concordeplanning.com

Concorde Financial Resources is an independent, fee-based financial planning and investment advisory firm, established in 2001, dedicated to helping clients throughout the United States achieve their financial goals. The team emphasizes personal attention, integrity, and professional growth, focusing on understanding each client's unique objectives to create tailored financial strategies.

With a commitment to trust and long-term relationships, Concorde offers comprehensive services, including investment management, retirement planning, and tax services, ensuring that client interests are prioritized under their fiduciary standard. Their team of experienced professionals works collaboratively with clients to develop, implement, and monitor personalized financial plans, promoting financial security and well-being.

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"Last year I opened an independent film company and this year I have to file my personal taxes and the business'. I have no idea how much something like that would cost. A friend suggested a CPA..."
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