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Abingdon, Virginia (Newsfile Corp. - December 14, 2022) - Concord Wealth Partners (CWP), an SEC Registered Investment Advisory firm, has named Gary Aiken as the new Chief Investment Officer (CIO) at ....
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Concord Wealth Partners Forms Strategic Partnership With Trainer Wright & Paterno CPAs (TWP) Integrating Holistic Wealth Management with Advanced Accounting Services to Create a Robust Client Experience News provided by Share this article Share this article ABINGDON, Va., Feb. 1, 2021 /PRNewswire/ In its mission to become its clients most valuable resource, Concord Wealth Partners, an Independent Registered Investment Advisory firm, has formed a strategic joint venture with TWP, a private accounting firm, based in Huntington, West Virginia, with 7 certified public accountants. TWP s Todd M. Williams (CPA, CVA, ABI), will lead the joint venture that will create an integrated client service model that offers a completely seamless financial experience. ....
Concord Wealth Partners Launches Concord Asset Management Institutional Quality Services available to individual investors News provided by Share this article Share this article ABINGDON, Va., Jan. 7, 2021 /PRNewswire/ In its mission to become its clients most valuable financial resource, Concord Wealth Partners, an Independent Registered Investment Advisory firm, has launched Concord Asset Management ( CAM ) with Mitch York as its Chief Investment Officer (Link). By taking asset management in-house, Concord offers clients an integrated, institutional quality, one-stop shop without requiring dependence on third-party asset managers who typically charge high fees. Concord Asset Management offers its clients a variety of services and benefits, including: ....
Clovis News Journal March 30, 2020 Curry County Commissioners have 13 items to consider and vote on when they meet 9 a.m. Tuesday at the Clovis Carver Public Library north annex. The action items: • Requests to attend the National Association of Counties annual conference July 11-14 in New Orleans. • A request to approve a resolution concerning Judah subdivision. • [.] March 30, 2020 April showers bring … memories of some historical residents of eastern New Mexico. Washington Lindsey, Jerry Nuzum, Black Jack Ketchum and Julie McKinney all died in the month that begins again this week. For those younger than 100: • Lindsey, a longtime Portales school board member, helped form Roosevelt County before he became New Mexico’s [.] ....