Take your business to the next level.
As a holistic insurance and financial planning firm* with an RIA, broker-dealer, brokerage general agency and protection-focused point-of-purchase organization, Concourse Financial Group is an all-in-one resource destination. We offer the expertise, services, solutions, and high-touch support you need to reach your goals.
How we move your business forward.
At Concourse Financial Group we unite our industry-leading platform and tools with the best experts, products, and services to streamline day-to-day management and help you focus on providing holistic insurance and financial planning solutions* to your clients.
Comprehensive Financial Planning Services
Practice Management Services
Working with Concourse Financial Group
Working with Concourse Financial Group means having a dedicated support team as a seamless extension of your practice. Instead of spending time managing vendors and processes, you’ll have the freedom to offload operational responsibilities and focus on the road ahead, all while maintaining independent control of your practice.
We’ve gathered helpful information and resources to keep you current on what’s happening at Concourse Financial Group and in the wider insurance and financial planning services industry.
Welcome to Concourse Financial Group
Protective Life launches Concourse Financial Group
Retention starts with firms being honest
It’s your vision. We’ll help make it happen.
Contact Concourse Financial Group today to see how our holistic insurance and financial planning solutions can keep your business moving forward.