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Concord Private Wealth of Sullivan & Associates Wealth ManagementFinancial advisor in Raleigh, NC

Concord Private Wealth of Sullivan & Associates Wealth Management is a financial advisor at 9121 Anson Way Ste 200, Office 204, Raleigh, NC 27615, ranked #26 of 247 financial advisors in Raleigh and rated 5.0 from 22 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 871-8910Website ↗

Key facts

Key facts about Concord Private Wealth of Sullivan & Associates Wealth Management
Address9121 Anson Way Ste 200, Office 204, Raleigh, NC 27615Get directions
Phone(919) 871-8910
Websiteconcordprivatewealth.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating5.0 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Wake Forest, Cary, Morrisville, Knightdale, Garner, Durham, Apex, Holly Springs, Clayton and Chapel Hill.

Based in Raleigh, NCView on map

Opening hours

Opening hours for Concord Private Wealth of Sullivan & Associates Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Concord Private Wealth of Sullivan & Associates Wealth Management

How is Concord Private Wealth of Sullivan & Associates Wealth Management ranked in Raleigh?

Concord Private Wealth of Sullivan & Associates Wealth Management is ranked #26 of 247 financial advisors in Raleigh by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Concord Private Wealth of Sullivan & Associates Wealth Management’s hours?

Concord Private Wealth of Sullivan & Associates Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Concord Private Wealth of Sullivan & Associates Wealth Management serve?

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Wake Forest, Cary, Morrisville, Knightdale, Garner, Durham, Apex, Holly Springs, Clayton and Chapel Hill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Concord Private Wealth of Sullivan & Associates Wealth Management?

Concord Private Wealth of Sullivan & Associates Wealth Management has a rating of 5.0 from 22 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Concord Private Wealth of Sullivan & Associates Wealth Management?

Call Concord Private Wealth of Sullivan & Associates Wealth Management on (919) 871-8910. The business is at 9121 Anson Way Ste 200, Office 204, Raleigh, NC 27615. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Concord Private Wealth of Sullivan & Associates Wealth Management compared with nearby businesses
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Concord Private Wealth of Sullivan & Associates Wealth Management (this business)—695.0 (22)NoNo
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MJ Sheerin, M.S. Taxation#25694.6 (85)YesNo13.0 mi
Omega Tandy: Primerica - Financial Services#27695.0 (22)——5.9 mi

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