Capital Concepts, Inc.

Description

• Capital Concepts provides wealth management strategies for every stage of life encompassing financial planning, asset management, investments, life insurance, tax accounting and more.Since 1984, Capital Concepts has protected the financial assets of families and small businesses throughout Greater Cincinnati. We believe every one deserves to have a plan for their life and estate. Our goal is to give our clients a plan that produces, preserves, protects and passes wealth on in the most efficient way available under the law.Capital Concepts founder, Linda Horn, and her staff share a collective vision: to provide person-to-person service that is relationship driven, based on proven experience, knowledge and trust. At Capital Concepts youll find good listeners who pride themselves on their ability to hear, and understand, what is really important to you. Our team of planners and advisors at Capital Concepts are experienced and well educated, yet we speak in every day English, not Wall Street.A Capital Concepts Wealth Management Plan contains actionable strategies to help our clients reach their most cherished dreams and defend against the things that might undo them. And isnt that whats most important to you ... no matter what stage of life you are in?All securities through LPL FinancialMember FINRA/SIPC
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  Headquarters:9676 Dry Fork Road , Harrison, Ohio, United States

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  Phone Number: +1 513-367-1793

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  Website: https://www.capitalconcepts.net

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  Employees:3

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  Revenue:$1 - 10M

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  Legal Name:Capital Concepts, Inc.

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• |  NAICS Code: 523930  |

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