In Concert Financial Group

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0.0000 stars - based on 0 reviews
6333 Potrero Ave Ste 200 El Cerrito, California 94530
(510) 235-1044
 
 

About

In Concert Financial Group is located at the address 6333 Potrero Ave in El Cerrito, California 94530. They can be contacted via phone at (510) 235-1044 for pricing, hours and directions.

In Concert Financial Group has an annual sales volume of 501K - 999,999. .For more information contact Phil Philbrook, Client Relationship Manager

For maps and directions to In Concert Financial Group view the map to the right. For reviews of In Concert Financial Group see below.

Information

CONTACT INFORMATION

Phone: (510) 235-1044

Phone2: (510) 235-8164

ADDITIONAL INFORMATION:

Credit Cards: Master Card, American Express, Visa

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 250000

Location Type: Single Location

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Phil Philbrook
    • CLIENT RELATIONSHIP MANAGER
    • Phone: (510) 235-1044
     
    • Shannon Fail
    • WEALTH MANAGEMENT PRACTICE MANAGER
    • Phone: (510) 235-1044
     
    • Rebekah Burchard
    • TAX SERVICES ADMINISTRATOR
    • Phone: (510) 235-1044
     
    • Sara Raby
    • TAX PRACTICE MANAGER
    • Phone: (510) 235-1044
     
    • Tom Biesheuvel
    • CHIEF EXECUTIVE OFFICER
    • Phone: (510) 235-1044
     
    • Fred Nelson
    • SENIOR ADVISOR IN THE WEALTH MANAGEMENT DEPARTMENT
    • Phone: (510) 235-1044
     
    • Anna Lizza Regines
    • BILLING ADMINISTRATOR AND CLIENT SERVICES COORDINATOR
    • Phone: (510) 235-1044