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Carlos Moniz Email
Advisor . Concord Wealth Management
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Concord Wealth Management
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About
Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client. We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages. *Registered Representative of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK) Registered Investment Advisor Member FINRA & SIPC. Concord Wealth Management is not affiliated nor a subsidiary of Hornor, Townsend & Kent, Inc. Our representatives carry Life Insurance licenses and Securities licenses throughout the New England area. HTK is a wholly owned subsidiary of Penn Mutual. For additional licensing information, please contact us at (610) 771-0800. Not an offer or solicitation in any state where representatives are not licensed. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn't be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at inquiry@cwmofnewengland.com. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Adviser, Member FINRA (www.finra.org)/SIPC (www.sipc.org). 230 Third Avenue, 6th Floor, Waltham, MA 02451. Concord Wealth Management and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: Massachusetts, New Hampshire, Rhode Island, Connecticut, Maine, New York, Colorado, Indiana, Georgia, Texas, Pennsylvania, New Jersey, Florida, Washington D.C., North Carolina, South Carolina, Maryland, California Nebraska, and Virginia. This is not an offer or solicitation in any state.Concord Wealth Management Address
230 Third AvenueWaltham, MA
United States