Wealth Progression Group

www.wealthprogressiongroup.com

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Robin has been an independent Financial Advisor for over 30 years with Wealth Progression Group. Robin helps business owners, corporate leaders and individuals with leadership development, sales training, coaching and investment strategies. Material shared is for informational purposes only, does not indicated suitability for any particular investor, and is not tax or legal advice. Please speak with your own tax and legal advisors for guidance regarding your particular situation. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results and should not be relied upon as such. Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.

Read more

Reach decision makers at Wealth Progression Group

Lusha Magic

Free credit every month!

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Robin has been an independent Financial Advisor for over 30 years with Wealth Progression Group. Robin helps business owners, corporate leaders and individuals with leadership development, sales training, coaching and investment strategies. Material shared is for informational purposes only, does not indicated suitability for any particular investor, and is not tax or legal advice. Please speak with your own tax and legal advisors for guidance regarding your particular situation. Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results and should not be relied upon as such. Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Advisory Services through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency (CIA). Wealth Progression Group is independent of CIS, CAM and CIA.

Read more
icon

Country

icon

State

Minnesota

icon

City (Headquarters)

Minnetonka Mills

icon

Employees

1-10

icon

Founded

2019

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Wealth Strategist

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Wealth Progression Group

Free credits every month!

My account

Sign up now to uncover all the contact details