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Capital Concepts Inc

  • Investment Service
  • Harrison, OH
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About this business

FinanceInvestment Service

Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis. Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions and access to a wide diversity of opportunities to help address your financial object... read more

Location details

9676 Dry Fork Road, Harrison, OH, 45030, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
5.014 reviews
Terry Penney's profile image
Terry Penney 
a month ago

Jeff is one of the few advisors that understands the ins and outs of driving forces behind the world financial system. He is passionate about providing the best financial advise to each client who is treated as an individual with specialized needs. He is cheerful and listens for thoughtful input from each client. 

Kevin Olson's profile image
Kevin Olson 
a month ago

I have been working with Jeff for 23 plus years. He manages my investments and has been a very positive successful help to me and my portfolio and a dear friend. 

Michael Wilson's profile image
Michael Wilson 
2 months ago

Jeff is wonderful to work with and passionate about helping with our investments. He’s patient with our questions and has an amazing depth of knowledge of the finance world. 

Rick Stolz's profile image
Rick Stolz 
2 months ago

I have been extremely happy with my alternative investments made with Jeff. He is very knowledgeable in this space and keeps current on new investment ideas for my portfolio. 

Priscilla Norbie's profile image
Priscilla Norbie 
3 months ago

Jeff has educated me regarding my investments. I have experienced very healthy returns. I would, without hesitation, recommend his financial services. 

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Frequently asked questions about Capital Concepts Inc

How is Capital Concepts Inc rated?

Capital Concepts Inc has a 5 star rating with 14 reviews. 

When is Capital Concepts Inc open?

Capital Concepts Inc is closed now. It will open tomorrow at 9:00 a.m.