We provide Investment Planning Services to people all across Missouri, Iowa and Illinois!
Concord Financial Alliance specializes in investment planning services* to clients throughout the greater Mid-Missouri area, as well as throughout Iowa and Illinois. Whether you need assistance with Retirement Planning, Estate Planning, or even College Funding options, our experience investment representatives will look over your specific situation and provide you with a “big picture” assessment of your investment needs. We take the time to speak with you and answer any of your questions, so that we thoroughly understand your needs and goals. The goal of our experienced investment representatives is to design a plan that will help you pursue your financial dreams. Call us at 573-445-7157 to schedule an appointment.
Let us help you protect your family in the case of the unexpected.
We can assist you with individual or group health insurance plans, write Medicare supplements, as well as dental and vision coverage in both individual and group settings. We are here to help you navigate the Affordable Care Act requirements for health insurance and minimize any challenges.
We can assist you in your investment strategy and help you plan for your future.