Financial Concepts

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

111 E Forest St, Celina, Ohio, 45822, Un...

Phone Number

(419) 586-9040

Revenue

<$5 Million

Industry

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

About Financial Concepts

Financial Concepts, Inc. is an independent full-service investment center that has been serving Mercer County since 1995. The company provides professional financial guidance and personalized attention to help clients plan for their future. Their experienced financial planners work with clients to evaluate and build tailored investment plans, adapting to changing market conditions and personal financial goals. They offer a range of services, including investment advisory and various financial calculators to assist clients in their financial planning.Explore more
Financial Concepts's Social MediaPopular SearchesFinancial Concepts IncFinancial Services LLCFinancial ConceptsFinancial Services LtdThompson Financial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Concepts Org Chart

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Agile Project Manager & Technical Project Man...

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Assistant

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Concepts

<$5M
1-10
Private
-
2009
BA
Busola AdedejiAgile Project Manager & Technical Project Manager & Senior Scrum Master
<$5M
1-10
Private
-
2007
JD
Jennifer DobbinsDirector, Client Services
<$5M
11-50
Private
-
2007
MG
Melody GressickRegistered Sales Assistant
<$5M
1-10
Private
-
2010
JC
Joe CuturiloPresident & Co-Founder & Manager, Wealth
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
<$5M
1-10
Private
-
1981
RA
Robert AngevineExecutive Vice President
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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.financialconceptsinc.net
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: Schroeder FInancial Services, Finesco Associates, Family Wealth Management, Corvus Capital
What technology does Financial Concepts use?
Some of the popular technologies that Financial Concepts uses are: Neustar UltraDNS, Cloudflare Security
How do I contact Financial Concepts?
Financial Concepts contact info: Phone number: (419) 586-9040 Website: www.financialconceptsinc.net
What does Financial Concepts do?

Financial Concepts, Inc. is an independent full-service investment center that has been serving Mercer County since 1995. The company provides professional financial guidance and personalized attention to help clients plan for their future. Their experienced financial planners work with clients to evaluate and build tailored investment plans, adapt... ing to changing market conditions and personal financial goals. They offer a range of services, including investment advisory and various financial calculators to assist clients in their financial planning.Read More

What are Financial Concepts social media links?
Financial Concepts Facebook 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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