Skip to Content
Welcome to Concourse Financial Group hero
Welcome to Concourse Financial Group
Get to know what we can do for you.

Concourse Financial Group is a hub of the right experts, products and services that enables our community of financial professionals to move their businesses forward.

We’ve brought together an RIA, broker dealer, brokerage general agency, and protection-focused point-of-solution organization, all under one roof — enhancing the service experience for our financial professionals and opening the door to more business growth opportunities.

Within the Concourse hub, you have the flexibility to connect with our four service areas for financial solutions uniquely tailored to your individual client and business needs:

  • Concourse Financial Group Advisors
  • Concourse Financial Group Securities
  • Concourse Financial Group Agency
  • Concourse Financial Group Distributors

Get to know more about us by watching this video.

Resource Hub
We’ve gathered helpful information and learning resources to keep you current on what’s happening at Concourse and in the wider financial services industry.
A person walking through the headquarters of Concourse Financial Group on their way to a lunch and learn session on insurance and financial planning solutions.
Protective Life launches Concourse Financial Group
We're sharing the vision, leadership and capabilities of our unified organization.
Two male employees of Concourse Financial Group riding up an escalator while dis-cussing the benefits of the company’s insurance and financial planning services.
Retention starts with firms being honest
Concourse Financial Group's President of Investment Solutions, Libet Anderson, discusses issues that both firms and financial professionals should consider in the recruiting process.
Team having a video conference meeting
Four advisory changes that go beyond Zoom
What long-term impact will the pandemic have on the financial services landscape? Here are some possibilities.