Assured Concepts Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1141 E Main St Ste 215, Dundee, Illinois...

Phone Number

(847) 426-1077

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1

About Assured Concepts Group

Assured Concepts is a fiduciary financial advisory firm based in Greater Chicago, specializing in holistic wealth management and retirement income planning. With over 27 years of experience, they provide tailored financial strategies that focus on minimizing losses and maximizing financial freedom for hardworking individuals. Their services include tax management, Medicare planning, and asset management, all designed to protect clients' wealth and ensure a secure financial future. The firm emphasizes education and personalized planning to help clients navigate complex financial landscapes and achieve their long-term goals.Explore more
Assured Concepts Group's Social MediaPopular SearchesAssured Concepts Group IncAssured Concepts Group LtdAssured Concepts GroupAssured Advisory Group LLCAssured Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Assured Concepts Group Org Chart

PhoneEmail
SL
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Manager, Operations & Chief Compliance Office...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Assured Concepts Group

<$5M
1-10
Private
-
1983
SL
Stacey LechManager, Operations & Chief Compliance Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2016
JA
Joe AbbeyAthletic Consultant
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Assured Concepts Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Assured Concepts Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Assured Concepts Group.

Assured Concepts Group Tech Stack

A closer look at the technologies used by Assured Concepts Group

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Frequently Asked Questions Regarding Assured Concepts Group

What is Assured Concepts Group's official website?
Assured Concepts Group's official website is www.assuredgroup.com
What is Assured Concepts Group's Revenue?
Assured Concepts Group's revenue is <$5 Million
What is Assured Concepts Group's SIC code?
Assured Concepts Group's SIC: 62,628
What is Assured Concepts Group's NAICS code?
Assured Concepts Group's NAICS: 52,523
How many employees does Assured Concepts Group have?
Assured Concepts Group has 1-10 employees
What industry does Assured Concepts Group belong to?
Assured Concepts Group is in the industry of: Finance, Securities Trading
What is Assured Concepts Group competition?
Assured Concepts Group top competitors include: Cedar Ridge Wealth Management Group, Copper Canyon Wealth Management, Fountainhead Wealth, Focus Financial Network
What technology does Assured Concepts Group use?
Some of the popular technologies that Assured Concepts Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Assured Concepts Group?
Assured Concepts Group contact info: Phone number: (847) 426-1077 Website: www.assuredgroup.com
What does Assured Concepts Group do?

Assured Concepts is a fiduciary financial advisory firm based in Greater Chicago, specializing in holistic wealth management and retirement income planning. With over 27 years of experience, they provide tailored financial strategies that focus on minimizing losses and maximizing financial freedom for hardworking individuals. Their services include... tax management, Medicare planning, and asset management, all designed to protect clients' wealth and ensure a secure financial future. The firm emphasizes education and personalized planning to help clients navigate complex financial landscapes and achieve their long-term goals.Read More

What are Assured Concepts Group social media links?
Assured Concepts Group Linkedin page Assured Concepts Group Twitter page Assured Concepts Group Facebook page
Is Assured Concepts Group a public company?
Assured Concepts Group is private company therefore does not currently have an official ticker symbol
See more information about Assured Concepts Group

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