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A financial professional smiling after reviewing the insurance and financial planning solutions available from Concourse Financial Group.
You know where you want to be. We’ll help you get there.
Holistic insurance and financial planning solutions* to simplify moving your business forward.
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Take your business to the next level.
As a holistic insurance and financial planning firm* with an RIA, broker-dealer, brokerage general agency and protection-focused point-of-purchase organization, Concourse Financial Group is an all-in-one resource destination. We offer the expertise, services, solutions, and high-touch support you need to reach your goals.
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How we move your business forward.
At Concourse Financial Group we unite our industry-leading platform and tools with the best experts, products, and services to streamline day-to-day management and help you focus on providing holistic insurance and financial planning solutions* to your clients.
Services we offer
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Investment Services
Expertise, tools and services to improve your investment strategies.
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Comprehensive Financial Planning Services
Technology and specialists to facilitate all your clients' financial planning needs.
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Insurance Services
The best solutions from leading insurance carriers and point-of-purchase support.
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Practice Management Services
Comprehensive services to keep your practice growth-oriented.
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Working with Concourse Financial Group
Working with Concourse Financial Group means having a dedicated support team as a seamless extension of your practice. Instead of spending time managing vendors and processes, you’ll have the freedom to offload operational responsibilities and focus on the road ahead, all while maintaining independent control of your practice.
Come grow with us
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Resource Hub
We’ve gathered helpful information and resources to keep you current on what’s happening at Concourse Financial Group and in the wider insurance and financial planning services industry.
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Welcome to Concourse Financial Group
Get to know what we can do for you.
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A person walking through the headquarters of Concourse Financial Group on their way to a lunch and learn session on insurance and financial planning solutions.
Protective Life launches Concourse Financial Group
We're sharing the vision, leadership and capabilities of our unified organization.
See the release
Two male employees of Concourse Financial Group riding up an escalator while dis-cussing the benefits of the company’s insurance and financial planning services.
Retention starts with firms being honest
Concourse Financial Group's President of Investment Solutions, Libet Anderson, discusses issues that both firms and financial professionals should consider in the recruiting process.
Read the article
It’s your vision. We’ll help make it happen.
Contact Concourse Financial Group today to see how our holistic insurance and financial planning solutions can keep your business moving forward.
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