We’re thrilled to welcome Price Financial Management to the Concurrent platform and look forward to working with them to provide personalized client service.
Price Financial Management, founded and run by Alec Price, operates out of West Berlin, NJ. Their advisors devote themselves to providing their clients consistent and collegial wealth management experience. They bring energy, authenticity, and their undivided attention to each interaction. They believe that no one strategy fits everyone and strive to create unique and personalized financial plans for each client.
“Going the extra mile for clients is never going out of my way,” said Owner, Alec Price.
With the Concurrent platform, Price Financial Management can enhance its practice with even more financial tools, support, and unique investment opportunities.
Financial firms that partner with Concurrent gain access to a broad range of services and products for their clients. With Concurrent, Price Financial Management has access to compliance, supervision, operational support, investment due diligence, and technology, as well as access to leading custodians, a broker-dealer, and banking and trust services. Concurrent supports advisory firms like Price Financial Management so they can better serve their clients.
Learn more about Price Financial Management by visiting their website at www.pricefm.com.
