Concord Wealth Partners Expands to the Midwest
- Written by Newsfile
Abingdon, Virginia--(Newsfile Corp. - December 12, 2022) - Concord Wealth Partners[1] (CWP), an SEC Registered Investment Advisory firm, has announced the opening of their newest office location in the greater Minneapolis-Saint Paul area led by Marissa Poissant, CFP® and her partner, Michael Poissant, CFP® — a team of financial advisors with a combined 35+ years of experience in the financial services industry.
Marissa received her Bachelor of Arts from the University of St. Thomas and holds the FINRA Series 7 and 66 licenses. Michael received his Bachelor of Arts from the University of Maryland. They each obtained their CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in 2010.
Having previously been a part of a regional RIA firm based in their home state of Minnesota, the duo joined Concord to expand the range of services offered to clients, including: Financial Planning, Investment Advisory, Retirement Planning, Estate Planning, Tax Planning, Insurance Planning, Risk Management and Family Business Consulting.
"As we continue to strive to become our clients' most valuable resource, we are pleased to announce the opening of our Twin Cities office," said Wade Lopez, Founder and CEO of Concord Wealth Partners. "We feel that Marissa and Mike share in our values as a firm and our commitment to developing formidable relationships with each and every one of our clients. They recognize the importance of serving as a resource that clients can trust to help them achieve their financial goals and we are excited to have them join our growing team."
"We understand how stressful finances can be, no matter what your situation is," said Mrs. Poissant, "That's why our mission is to help simplify the process while still addressing each of our client's unique situations as we get to know them better and understand their goals."
About Concord Wealth Partners:
Concord Wealth Partners was founded in 2002 and is headquartered in Abingdon, Virginia. The family-operated financial advisory firm has six offices and represents small businesses and families in Virginia, Maryland, the District of Columbia, Northeast Tennessee, Minneapolis-Saint Paul, MN, and Greater Boston, MA, and manages over $800 million in assets as of November 2022.
Contact: Silvia Roa-MadanChief Marketing Officermarketing@concordwealthpartners.com[2]203-769-7237 Ext. 107
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/147656[3]
References
- ^ Concord Wealth Partners (www.newsfilecorp.com)
- ^ marketing@concordwealthpartners.com (www.newsfilecorp.com)
- ^ https://www.newsfilecorp.com/release/147656 (www.newsfilecorp.com)