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Concorde Financial Group-Logo

Concorde Financial Group

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Investor & Investment Firm

Services offered by this company.

Address:

51847 Van Dyke Ave, Shelby charter Township, Michigan, United States, 48316-4454

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Concorde Financial Group is an investment management firm that specializes in providing expertise and services for 1031 exchanges, retirement accounts, real estate investments, and tax planning. They offer a simplified, consistent process to help clients achieve their unique financial goals.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • 1031 Exchange Services
  • Investment Management
  • Asset Management
  • Real Estate Investment
  • Tax Deferral Planning
  • Retirement Account Management
  • Portfolio Management

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers investment management services, including 1031 exchanges, retirement accounts, college savings, annuities, mutual funds, managed accounts, private placements, and real estate investments.

What types of properties does the company work with?

The company works with commercial and multifamily properties, as well as DST properties.

What geographic areas does the company serve?

The company serves clients in Michigan and other states where they are properly registered.

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