Welcome to Financial Concierge Solutions
Financial Concierge Solutions
Would you like to spend more time with loved ones? Traveling? Have more peace of mind?
Financial Concierge Services takes care of your financial needs, no matter how unique they may be.
Our Mission:
What We Are Not:
What We Are Not:
Our mission is to bring expertise, convenience, and transparency to your financial life by offering personal attention with discretion.
Our objective is to be your first call when it comes to life decisions.
What We Are Not:
What We Are Not:
What We Are Not:
Our firm does not recommend or sell any financial products. We are here just for you. Since we have no vested interest in products, we can offer you genuinely unbiased service, information, resources, and advice. We do not replace your existing advisors.
What We Are:
What We Are Not:
What We Are:
We help clarify your goals and formulate a plan to achieve and implement those goals. We invite an open dialogue with your team's trusted members, including your accountant, attorney, and financial/investment advisors. We help in the following areas:
PLEASE NOTE: Financial Concierge Solutions serves as an advocate for you in collecting the financial-related information you may need to make a decision. In this capacity, representatives employed by Financial Concierge Solutions may collect, review and analyze information from third parties. It will then summarize and communicate the information with you. Financial Concierge Solutions will not recommend one option over another. Our role is to present the information in a manner that you can understand and in a manner that allows you to make a better informed decision. Financial Concierge Solutions representatives are not licensed in the areas of investments, certain insurances or mortgage brokering. As such, they are not allowed under these guidelines to recommend any financial products relative to these areas. Financial Concierge Solutions does not share in any form of compensation through any of the third parties that provide information, products and/or services. Financial Concierge Solutions does not offer tax, investment or legal advice. We work in conjunction with professionals who specialize in these areas.