Capital Concepts

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

279 New Britain Rd Ste 4, Berlin, Connec...

Phone Number

(860) 828-8015

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Capital Concepts

Capital Concepts, LLC specializes in guiding clients through the complexities of financial planning, including retirement, risk management, and estate planning. With over 50 years of combined experience, they prioritize building long-term relationships and providing outstanding customer service. The firm offers a wide range of financial products and ongoing investment education, ensuring clients receive tailored advice. Their commitment to prudent investment strategies has earned them recognition, including multiple Five Star Wealth Management awards.Explore more
Capital Concepts's Social MediaPopular SearchesCapital ConceptsCapital Concepts LLCCapital Consulting LLCCapital Concepts Northwest LLCCapital Concepts IncSIC Code 62,628NAICS Code 52,523Show more

Capital Concepts Org Chart

PhoneEmail
MG
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Manager, Wealth

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BE
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Concepts

<$5M
1-10
Private
-
2014
MG
Michael GouldManager, Wealth
<$5M
1-10
Private
-
2004
MH
Michael HanniganAdvisor Emeritus
<$5M
1-10
Private
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
1996
BG
Bonnie GreenleafOffice Administrator - A and A
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capital Concepts Tech Stack

A closer look at the technologies used by Capital Concepts

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Frequently Asked Questions Regarding Capital Concepts

What is Capital Concepts's official website?
Capital Concepts's official website is www.capitalconceptsllc.com
What is Capital Concepts's Revenue?
Capital Concepts's revenue is <$5 Million
What is Capital Concepts's SIC code?
Capital Concepts's SIC: 62,628
What is Capital Concepts's NAICS code?
Capital Concepts's NAICS: 52,523
How many employees does Capital Concepts have?
Capital Concepts has 1-10 employees
What industry does Capital Concepts belong to?
Capital Concepts is in the industry of: Finance, Securities Trading
What is Capital Concepts competition?
Capital Concepts top competitors include: Camelback Retirement Planners, Miller Investment, New Harbor Financial Management, Gateway Wealth Management
What technology does Capital Concepts use?
Some of the popular technologies that Capital Concepts uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Capital Concepts?
Capital Concepts contact info: Phone number: (860) 828-8015 Website: www.capitalconceptsllc.com
What does Capital Concepts do?

Capital Concepts, LLC specializes in guiding clients through the complexities of financial planning, including retirement, risk management, and estate planning. With over 50 years of combined experience, they prioritize building long-term relationships and providing outstanding customer service. The firm offers a wide range of financial products an... d ongoing investment education, ensuring clients receive tailored advice. Their commitment to prudent investment strategies has earned them recognition, including multiple Five Star Wealth Management awards.Read More

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

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