Blog/ Partner Updates

Wealthbox Announces Partnership with Concourse Financial Group Securities

August 10, 2023

Wealthbox + Concourse Financial Group

Team Wealthbox is excited to announce our new partnership with Concourse Financial Group Securities, a holistic wealth management and financial planning firm known for its dedication to innovation and client success. Wealthbox is now available for use by all financial professionals affiliated with Concourse Financial Group Securities.

This partnership brings together the powerful capabilities of Wealthbox’s CRM platform and the strength of the Concourse Financial Group Securities network of financial professionals. By combining forces, we aim to provide financial professionals with the tools and resources they need to excel in their practice and provide exceptional service to their clients.

Concourse Financial Group Securities is a part of Concourse Financial Group which has established itself as a trusted partner in the financial services industry, providing comprehensive solutions and strategic guidance to financial advisors and their clients. The firm is made up of an RIA, broker-dealer, brokerage general agency, and protection-focused point-of-purchase organization.

Libet Anderson headshotLibet Anderson, President of Concourse Financial Group Securities

“At Concourse Financial Group Securities, we are constantly looking for technology and resources that can help our financial professional be more efficient and effective in their businesses,” said Libet Anderson, President of Concourse Financial Group Securities. “Our partnership with Wealthbox gives our financial professionals another resource that can help them build operational efficiencies and deliver a best-in-class client experience.”

Jeff MelloJeff Mello, President & CFO of Wealthbox

“We’re thrilled to be working with Concourse Financial Group Securities as our new strategic partner,” said Jeff Mello, President & CFO of Wealthbox. “This collaboration will help give financial professionals the tools they need to thrive in today’s dynamic industry. Together, we’re committed to driving innovation and delivering exceptional value to our clients.”

Stay tuned for more updates on this partnership!

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