Concord Wealth Management

Caveat emptor buyer beware I was looking for investment and retirement planning for my personal use and for my business Concord wealth management was one of my final options until I reviewed the roster of employees and found that Lisa Nye works there. This is something that I often do when looking to put my hard earned money in someone else’s hands. As my mother always said you’re as good as the company that you keep. Her boyfriend who is a convicted felon and has threatened my and my business partners family members as well as trying to extort my company. Lisa has backed him up all the way to the point of making fraudulent claims in a small claims court case. I would suggest to anyone looking to use Concord wealth management that they do their homework on who they choose to employ and their business practices. I’ve decided to use Edward Jones I feel their business practices are ethical and they were standup individuals.