Concurrent Advisors
(516) 323-6362
980 North Federal Highway Suite 110, Boca Raton, Florida, 33432
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
Concurrent Advisors is a financial advisory firm in Boca Raton, FL. We offer a wide range of financial services, including portfolio management, retirement strategies, estate planning, life insurance, risk management, social security strategies, extended care, charitable giving/legacy planning, small business ownership, special needs trusts, cash flow analysis, education strategies, and financial education. We have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals.