Transcend PM
Financial Services
Concord, MA 889 followers
Problems you can't see are problems you can't solve.
About us
You are not only a financial advisor--you are an entrepreneur and a business owner. All the decisions rest on your shoulders, but the path forward is not always clear. As your practice management partner, we provide clarity and help to carry the load with independent, objective expertise.
- Website
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http://www.transcend-pm.com
External link for Transcend PM
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Concord, MA
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Coaching, Business consulting, Organizational design, Succession planning, Acquisitions, Compensation strategies, Strategy, Workshops, Speaking, Meeting facilitation, Leadership, and Firm evolution
Locations
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Primary
Get directions
Concord, MA 01742, US
Employees at Transcend PM
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Justin King
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Maria Considine King, MBA, CPC
Practice management leader | Business coach | Consultant to top advisors | Conference presenter | Workshop facilitator
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Leah Ward, ACC
Executive Coach | Fostering Business Growth & Leadership Excellence with a Positive Mindset & Financial Insight
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Sierra Keefer-Rennicks
Recruiter 🚀