Concurrent Advisors

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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 givinglegacy 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