Prospective Clients

For questions about Concord’s services please call
Lynn Barclay at 609-987-9000, or e-mail Lynn.

To submit an RFP electronically click here, or mail the RFP to:

Lynn Barclay, Director of Business Management
The Concord Advisory Group, Ltd.
700 Alexander Park, Suite 203
Princeton, NJ 08540-6351

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Investment Managers

If you would like to be considered for our Manager Database, please click here to complete our required initial questionnaire. A Concord associate will contact you after submission.