Offering individualized financial & investment planning services
Concord River Financial Partners Elizabeth P. Sampson, CFP® and Richard J. West, CMFC® and Carl Marchitto share a common philosophy in their approach to financial planning and exceptional client service. Their common goals:
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We recognize that there is tremendous value in monitoring your entire financial picture ... and not just your investments. Our clientele include accomplished individuals, families, retirees, executives, and athletic professionals who recognize and appreciate the importance of having financial professionals advocating on their behalf -- those who strive to take the necessary extra steps to help ensure ongoing, comprehensive oversight of their various estate, tax, retirement, investment and insurance planning needs.
We appreciate the importance of coordination among your team of financial professionals and are happy to work closely with your attorneys, tax advisors, agents, mortgage brokers, etc. to coordinate a comprehensive strategy.
Our seasoned team of professionals offers more than 50 years of combined financial services experience -- working cohesively with the primary goal of ensuring that your interests are being met.
We want to earn your highest-level of trust and confidence so that you are comfortable approaching us regardless of your question, and have no doubt that we are looking out for your interests.