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Welcome
Unlock Code: Concord.37
Welcome to Concord Advisors.
In our experience, financial planning for most individuals is complicated. In order to make practical financial decisions you must know how to design and then execute a plan. This requires, implementing the financial planning process carefully, and managing cash flow actively.
Our clients usually have no desire to manage their financial affairs on a daily basis. They want to simplify their lives and are in turn willing to enter into a long-term relationship that is mutually beneficial. At Concord Advisors, our clients work with a professional advisor, not just a sales representative.
Sincerely, Jonathan D. Herbruck, CFP®
Video introduction to our services please click the BLUE Button:
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Important Consumer Information
Jonathan D. Herbruck is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Jonathan D. Herbruck is only registered to sell securities products in the states of AZ, CA, FL, IL, IN, KY, MA, MT, NY, OH, PA, SC, TX, & WV. Jonathan D. Herbruck is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Adviser, and is registered to provide Advisory Services in the state of Ohio. Jonathan D. Herbruck is also licensed to sell insurance products in the states of CA, IL, IN, KY, MI, NY, OH, PA, TX, & WV. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jonathan D. Herbruck is properly registered/licensed.
Timothy R. Haber is a registered Representative with ValMark Securities, Inc., a FINRA registered Broker/Dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Timothy R. Haber is only registered to sell securities products in the states of CA, FL, NY, and OH. Timothy R. Haber is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Advisor, and ValMark Advisers, Inc., an SEC Registered Investment Advisor, and is registered to provide advisory services in the state of Ohio. Timothy R. Haber is also licensed to sell insurance products in the states of OH, PA, TX, FL, and CA. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Timothy R. Haber is properly registered/licensed.
Ronald F. Hanson is a registered Representative with ValMark Securities, Inc., a FINRA registered Broker/Dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Ronald F. Hanson is only registered to sell securities products in the states of FL, MI, NY, OH, PA, TX, and WV. Ronald F. Hanson is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Advisor, and ValMark Advisers, Inc., an SEC Registered Investment Advisor, and is registered to provide advisory services in the state of Ohio. Ronald F. Hanson is also licensed to sell insurance products in the states of FL, MI, NY, OH, and TX. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Ronald F. Hanson is properly registered/licensed.
Joy A. Gibney is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Joy A. Gibney is only registered to sell securities products in the states of CA and OH. Joy A. Gibney is an Investment Advisor Representative with Concord Advisors, a State Registered Investment Adviser, and is registered to provide Advisory Services in the state of Ohio. Joy A. Gibney is also licensed to sell insurance products in the state of OH. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Joy A. Gibney is properly registered/licensed.
Christopher R. Musgrave is a registered representative with ValMark Securities, Inc., a FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 states and the District of Columbia, Christopher R. Musgrave is only registered to sell securities products in the state of OH. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Christopher R. Musgrave is properly registered/licensed.
Concord Advisors, Inc. is a seperate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
www.finra.org
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Third Party Money Management and Fee based planning offered through Concord Advisors a State of Ohio Registered Investment Advisor
Certain Third Party Money Management offered through Valmark Advisors, Inc., an SEC Registered Investment Advisor
Securities offered through Valmark Securities Inc., Member FINRA, SPIC
130 Springside Drive Suite 300 Akron, OH 44333-2431 * 1-800-765-5201
Concord Advisors and Concord Advisors, Inc. are separate entities from Valmark Securities Inc. & Valmark Advisers Inc.
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