Concierge For Advisors

www.conciergeforadvisors.com

Concierge for Advisors, Inc. is changing the way financial distribution is handled with Financial Advisors and the Broker-Dealers they represent. The team at Concierge for Advisors consists of nearly 20 wholesalers, with an average experience of over 20 years, and a team of solutions experts that are accessible by advisors. The team helps optimize case design and implement solutions with the advisors and their clients. CFA distributes Alternative Investments, ETFs, Mutual Funds, SMAs, as well as Fixed and Indexed Products including Annuities, Life, Disability, and Long Term Care Solutions provided by over 70 Insurance Companies. Concierge for Advisors specializes in creating additional revenue streams and rapid growth for Advisors and Broker-Dealers through their unique service model dubbed “Knowledge. Monetized.” For more information about Concierge for Advisors, contact Tim Taylor at (913)-353-5771 or email tim@conciergeforadvisors.com.

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Concierge for Advisors, Inc. is changing the way financial distribution is handled with Financial Advisors and the Broker-Dealers they represent. The team at Concierge for Advisors consists of nearly 20 wholesalers, with an average experience of over 20 years, and a team of solutions experts that are accessible by advisors. The team helps optimize case design and implement solutions with the advisors and their clients. CFA distributes Alternative Investments, ETFs, Mutual Funds, SMAs, as well as Fixed and Indexed Products including Annuities, Life, Disability, and Long Term Care Solutions provided by over 70 Insurance Companies. Concierge for Advisors specializes in creating additional revenue streams and rapid growth for Advisors and Broker-Dealers through their unique service model dubbed “Knowledge. Monetized.” For more information about Concierge for Advisors, contact Tim Taylor at (913)-353-5771 or email tim@conciergeforadvisors.com.

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Country

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State

Arizona

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City (Headquarters)

Scottsdale

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Employees

11-50

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Potential Decision Makers

  • Regional Vice President

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  • Regional Vice President

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  • Founder

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  • Chief Executive Officer

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