InConcert Financial Group®

Financial Services • El Cerrito, California, United States • 1-10 Employees

Company overview

Headquarters	6333 Potrero Ave, Suite 200, El Cerrito, California 94530, US
Phone number	+15102351044
Website	inconcertfinancialgroup.com
NAICS	52
SIC	729
Keywords	tax, Bookkeeping, Human Resources Management, Business Consulting And Wealth Management.
Founded	1966
Employees	1-10
Socials

Key Contact at InConcert Financial Group®

Richard Scarpa

Owner

InConcert Financial Group® Email Formats

InConcert Financial Group® uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@inconcertfinancialgroup.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@inconcertfinancialgroup.com	100%

About InConcert Financial Group®

Mission: To orchestrate integrated financial solutions attuned to your personal goals, values, and unique attributes. Overview: We’re a strategic tax planning firm with a passion to maximize the tax efficiency of individuals, businesses, and complex portfolio holders. We far exceed the minimum requirements of accurate bookkeeping and tax filing. We partner with you as a Chief Financial Officer would to strategically position you for future goals. Our integrated services include everything you need to minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts. Founded in 1966, InConcert Financial Group® is a strategic tax planning and solutions company for individuals, businesses, and those with family wealth. Specialties: • Tax & Strategic Planning • Accounting and Bookkeeping Optimization • Tax Preparation • Virtual CFO • Human Resources Consulting • Family Office Administration

InConcert Financial Group® revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

InConcert Financial Group® has never raised funding before.

InConcert Financial Group® Tech Stack

Discover the technologies and tools that power InConcert Financial Group®'s digital infrastructure, from frameworks to analytics platforms.

theTradeDesk

Advertising

Node.js

Programming languages

Wistia

Video players

Microsoft 365

Akamai Bot Manager

Security

Algolia

Search engines

Akamai

CDN

HSTS

Security

Microsoft Advertising

Advertising

Google Analytics

Analytics

Bootstrap

UI frameworks

Marko

UI frameworks

Frequently asked questions

InConcert Financial Group® is located in El Cerrito, California, US.

You can reach InConcert Financial Group® at +15102351044.

InConcert Financial Group® was founded in 1966, making it 60 years old. The company has established itself as a significant player in its industry over this time.

InConcert Financial Group® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at InConcert Financial Group®

Richard Scarpa

Owner

4.8

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