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) 214-9770Website
www.finconcepts.comRevenue
<$5 MillionIndustry
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
SIC Code 62,628NAICS Code 52,523Show moreFinancial Concepts Org Chart
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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... Read More