Foundation Financial Concepts

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2240 Broadway St, Quincy, Illinois, 6230...

Phone Number

(217) 214-9000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Foundation Financial Concepts

Foundation Financial Concepts, LLC (FFC) offers innovative financial strategies aimed at helping successful business owners and investors maximize tax sheltering and asset transfer. The firm provides a range of services including tax planning, business succession planning, and investment education, while also facilitating access to alternative investments and retirement plans. FFC collaborates with reputable partners like Charles Schwab and RBC Royal Bank to enhance client asset management. With a focus on challenging traditional financial strategies, FFC aims to deliver effective solutions tailored to the unique needs of its clients.Explore more
Foundation Financial Concepts's Social MediaPopular SearchesFoundation Financial Concepts LLCFoundation Financial ConceptsFoundation Financial Concepts IncFoundationfinancialconcepts.comSIC Code 62,628NAICS Code 52,523Show more

Foundation Financial Concepts Org Chart

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SG
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Financial Planning Analyst & Investment Consu...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Foundation Financial Conc...

<$5M
1-10
Private
-
1997
SG
Stephen GlasgowFinancial Planning Analyst & Investment Consultant
$9.1M
11-50
Private
<$5M
1975
Diana Belger, Chief Operating Officer at FCA Corp
Diana BelgerChief Operating Officer
<$5M
1-10
Private
-
-
DB
Donna BuyzeDirector, Investment Operations & Research
<$5M
11-50
Private
-
-
ES
Elizabeth SchneiderClient Services Representative
<$5M
1-10
Private
-
2007
TS
Tanisha StewartBusiness Owner & CEO
<$5M
1-10
Private
-
2015
JK
Jason KembleWith Jk Financial Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Foundation Financial Concepts Tech Stack

A closer look at the technologies used by Foundation Financial Concepts

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Frequently Asked Questions Regarding Foundation Financial Concepts

What is Foundation Financial Concepts's official website?
Foundation Financial Concepts's official website is www.foundationfinancialconcepts.com
What is Foundation Financial Concepts's Revenue?
Foundation Financial Concepts's revenue is <$5 Million
What is Foundation Financial Concepts's SIC code?
Foundation Financial Concepts's SIC: 62,628
What is Foundation Financial Concepts's NAICS code?
Foundation Financial Concepts's NAICS: 52,523
How many employees does Foundation Financial Concepts have?
Foundation Financial Concepts has 1-10 employees
What industry does Foundation Financial Concepts belong to?
Foundation Financial Concepts is in the industry of: Finance, Insurance, Securities Trading
What is Foundation Financial Concepts competition?
Foundation Financial Concepts top competitors include: Thornwood Financial, Daybreak Financial Partners, JK Financial, Stewart Investment Group
What technology does Foundation Financial Concepts use?
Some of the popular technologies that Foundation Financial Concepts uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Foundation Financial Concepts?
Foundation Financial Concepts contact info: Phone number: (217) 214-9000 Website: www.foundationfinancialconcepts.com
What does Foundation Financial Concepts do?

Foundation Financial Concepts, LLC (FFC) offers innovative financial strategies aimed at helping successful business owners and investors maximize tax sheltering and asset transfer. The firm provides a range of services including tax planning, business succession planning, and investment education, while also facilitating access to alternative inve... stments and retirement plans. FFC collaborates with reputable partners like Charles Schwab and RBC Royal Bank to enhance client asset management. With a focus on challenging traditional financial strategies, FFC aims to deliver effective solutions tailored to the unique needs of its clients.Read More

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

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