About Concorde
Concorde Financial Group is a multi-faceted financial team of professionals providing a coordinated approach to meet our clients` needs. While maintaining integrity and quality of products and services offered, we have established a history of developing long and lasting mutually beneficial relationships with clients.
Member of
Real Estate Investment Securities Association
Sponsors
Real Estate Investment Securities Association
Grubb & Ellis

About Us

We blend our Tax Experience as CPA's, Investment Management background as advisors, and Real Estate Knowledge to offer a sound alternative to those seeking to complete a 1031 Exchange. Our primary focus is providing management free 1031 replacement properties sold as securities.

Concorde Exchange Group represents several National Property Management firms that provide a readily available supply of quality replacement properties. These properties may be individually owned or more often owned in part with other 1031 exchangers.

You may have good returns on your investments and be relatively comfortable with the responsibilities of real estate management, but why subject yourself to the burdens and hassles of daily management obligations when someone else could be doing it for you? When executed properly, within the timeframe and structure determined by the IRS, a 1031 exchange and Concorde Exchange Group can provide countless time and money saving advantages for any property owner. Concorde Exchange Group can help meet your investment goals.

Concorde Financial Group was founded to provide objective long-term financial planning and investment strategies for individuals, trusts and institutions.

Concorde Financial Group`s management has a long tradition of serving key leadership roles in their communities and financial services industry. The firm`s principals have decades of industry experience. They hold advanced degrees and designations and are personally responsible for the achievement of our clients` most important financial goals and objectives.

We are acutely aware of the safety and security issues that are associated with managing our clients` financial affairs. We have taken steps to insure that our clients` funds and securities are well cared for.

Our Broker/Dealer, Professional Asset Management, Inc. is a member of the Securities Investor Protection Corporation (SIPC) established by Congress in 1970 to protect investors against the loss of their securities. Professional Asset Management, Inc. has also obtained excess SIPC protection against the loss of securities so that each client account has an unlimited amount of protection. Professional Asset Management, Inc. also maintains a $1 million blanket fidelity bond on its employees and representatives, such as Concorde Financial Group, for added protection against loss.

Professional Asset Management, Inc. maintains a $1 million errors and omissions insurance policy on all representatives and have established strict operating guidelines for the handling of client funds and securities and the proper and appropriate conduct in servicing our clients.

Client confidentiality is of the utmost importance to us. All client account information not in confidential client files is immediately shredded prior to disposal.

Concorde Financial Groups professionals are licensed to sell general securities including stocks, bonds, mutual funds, life insurance and annuities.