Concurrent Wealth Management Press Releases

• Published on December 24, 2024 - 20:29 GMT

  

  Learn How to Achieve Financial Harmony with “Wealth in the Key of Life” Book

  Dr. Preston Cherry’s literary debut helps people get their physical, emotional, spiritual and financial lives to sing from the same song sheet GREEN BAY, WI, UNITED STATES, December 24, 2024 /⁨EINPresswire.com⁩/ -- This holiday season, Financial Planner, …

  Distribution channels: Banking, Finance & Investment Industry, Book Publishing Industry ...
• Published on May 15, 2024 - 10:00 GMT

  

  Concurrent Financial Planning Bolsters Team with Leading Financial Advisors

  Concurrent Financial Planning announces the expansion of its team with the addition of three wealth advisors with Ph.D.s in financial planning. NEW YORK, NY, UNITED STATES, May 15, 2024 /⁨EINPresswire.com⁩/ -- Concurrent Financial Planning proudly …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...
• Published on February 14, 2024 - 19:58 GMT

  

  Shoreline Hometown Credit Union Partners with Concurrent Financial Planning for Financial Advice Services to Members

  This partnership provides Shoreline Hometown Credit Union members access to professional financial planning services to help them secure their financial future. GREEN BAY, WI, UNITED STATES, February 14, 2024 /⁨EINPresswire.com⁩/ -- Shoreline Hometown …

  Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...