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Our Story

Welcome to Concourse Financial Group. Your all-in-one destination for holistic insurance and financial planning support.*
We’re committed to your goals.
The only road worth taking is the one that keeps you on track to reach the vision you have for your business. That’s what we’re founded on. That’s why we do what we do. And that focus is how we make moving your business forward possible.
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Our values. Our mission.
Our values are the cornerstone of our business and relationships. We put people first, every time. We have the courage to do what’s right. We build trust through transparency. We continually seek excellence through better problem solving.

Our mission is to facilitate and support the success and growth of financial professionals by providing essential, best-in-class services and solutions for holistic insurance and financial planning support,* all in a single destination.
Serving you is our priority.
We’ve brought together an RIA, broker-dealer, brokerage general agency, and protection-focused point-of-solution organization, all under one roof – opening the door to better client service, and more planning opportunities. And, we’re backed by the financial strength of our parent company, Protective Life, so you can trust that we’re committed to your success for the long term.
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Our organizational structure.
We provide you with the ability to selectively utilize offerings from each of our service areas to uniquely tailor financial solutions to meet your individual client and business needs.
Concourse Financial Group Distributors sub-brand logo.
Concourse Financial Group Distributors
Protection-focused point-of-purchase support
Concourse Financial Group Advisors sub-brand logo.
Concourse Financial Group Advisors
Fee-based advisory services and consulting
Concourse Financial Group Securities sub-brand logo.
Concourse Financial Group Securities
Brokerage business
Concourse Financial Group Agency sub-brand logo.
Concourse Financial Group Agency
Insurance and risk management services
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.