Concurrent Advisors

About Concurrent Advisors

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.

Business Hours