Concierge Capital Management, LLC
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About Concierge Capital Management, LLCConcierge Capital Management, LLC is a financial services firm, dedicated to collaboratively building a customized game plan for families looking to pursue their financial dreams. Through our comprehensive approach, we analyze and assemble a tailored retirement strategy that addresses client's needs, both short and long-term.
In addition, we carry the CERTIFIED FINANCIAL PLANNER™ designation which includes the fiduciary standard of care and always acting in the best interest of our clients.
What differentiates you from the competition?Being a CERTIFIED FINANCIAL PLANNER™ professional that has 17 years of financial services experience and not looking to retire at the same time as my clients. I can continue working for them while they enjoy a care-free retirement.
What are your top selling services or products that your company offers?Customized Financial Planning
Wealth Management
Life Insurance
If you had one message to get across to future customers, what would it be?Everyone should have a financial planner relationship. While you can certainly do it on your own, an experienced financial planner can help you avoid common pitfalls and enhance your ability to make sound financial decisions throughout life.
What is the biggest marketing challenge that you will face in the upcoming year?Finding affluent and future affluent families looking for financial guidance.
Disclaimer: The information contained in this Business Profile, including any external links, is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness or timeliness. Jacksonville Buzz does not verify business information provided and assumes no responsibility or liability for its accuracy. Jacksonville Buzz does not endorse any business listed in this directory.
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