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Concentio Capital Management is a Dallas-based investment firm that offers holistic portfolio management services to its clients. With a multi-disciplinary and collaborative approach, they strive to provide a comprehensive understanding of the financial markets. Their goal is to be good stewards of their clients' capital, allowing them to focus on what matters to them while Concentio works to grow and preserve their assets. As trusted financial advisors, Concentio Capital Management offers a variety of services tailored to their clients' needs, including asset management, retirement planning, and trust management. With a balanced approach and a focus on reducing portfolio declines, their experienced team brings over two decades of knowledge and expertise in research, trading, asset management, and managing a family office. Concentio Capital Management is dedicated to helping their clients navigate their finances and reach their financial goals.Generated from the website

George Belcher Evans Wilmer (GBE W) is an entrepreneurial employer and executive benefits firm based in Dallas, TX. With an exclusive focus on employer and executive benefit solutions, GBE W prides itself on treating each client as if they are the only one, providing personalized service and enduring relationships. GBE W offers a range of solutions for Employers, Executives, and Human Resources, including ACA Compliance, Employee Handbooks, Wellness Campaigns, Business Successions, Term Insurance, and Web-Based Training. Their mission is to enhance the lives of clients, business associates, employees, and partners through mutual trust, respect, and love, while their vision is to be a firm that garners loyalty, respect, and appreciation in the marketplace and community.Generated from the website

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.