Financial Concepts

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

24 Frank Lloyd Wright Dr PMB H3050, Ann ...

Phone Number

(734) 214-9770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Financial Concepts

Financial Concepts Inc. is an independent advisory firm that specializes in developing innovative financial solutions to secure the assets and legacies of families and businesses. They offer services such as executive benefits, business succession planning, and retirement strategies for businesses, while also providing asset transfer, estate, and charitable planning for families. Their intended clients include both businesses seeking to attract and retain talent and families looking to protect their wealth. The firm is a member of M Financial Group and operates with a focus on personalized financial strategies.Explore more
Financial Concepts's Social MediaPopular SearchesFinancial Concepts IncFinancial Concepts Of America IncFinancial Design ConceptsConsulting Concepts IncFinancial Concepts International IncSIC Code 62,628NAICS Code 52,523Show more

Financial Concepts Org Chart

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Chief Executive Officer

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Chief Financial Officer

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Financial Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Concepts

<$5M
1-10
Private
-
1976
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Financial Concepts Tech Stack

A closer look at the technologies used by Financial Concepts

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Frequently Asked Questions Regarding Financial Concepts

What is Financial Concepts's official website?
Financial Concepts's official website is www.finconcepts.com
What is Financial Concepts's Revenue?
Financial Concepts's revenue is <$5 Million
What is Financial Concepts's SIC code?
Financial Concepts's SIC: 62,628
What is Financial Concepts's NAICS code?
Financial Concepts's NAICS: 52,523
How many employees does Financial Concepts have?
Financial Concepts has 1-10 employees
What industry does Financial Concepts belong to?
Financial Concepts is in the industry of: Finance, Securities Trading
What is Financial Concepts competition?
Financial Concepts top competitors include: BeamaLife, Weinberg Financial Advisory, Copper Canyon Wealth Management, Rogers Financial Group
What technology does Financial Concepts use?
Some of the popular technologies that Financial Concepts uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
Who is the CFO of Financial Concepts?
Financial Concepts's CFO is Colleen Coon
How do I contact Financial Concepts?
Financial Concepts contact info: Phone number: (734) 214-9770 Website: www.finconcepts.com
What does Financial Concepts do?

Financial Concepts Inc. is an independent advisory firm that specializes in developing innovative financial solutions to secure the assets and legacies of families and businesses. They offer services such as executive benefits, business succession planning, and retirement strategies for businesses, while also providing asset transfer, estate, and c... haritable planning for families. Their intended clients include both businesses seeking to attract and retain talent and families looking to protect their wealth. The firm is a member of M Financial Group and operates with a focus on personalized financial strategies.Read More

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

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