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Capital Concepts Inc
- Investment Service
- Harrison, OH
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Jeff is a fantastic person to work with. He truly takes the time to understand each client’s unique situation and builds a financial plan that actually fits their life, not just a cookie-cutter solution. You can tell he genuinely cares about doing what’s best for the people he serves. I highly recommend working with Jeff if you want someone who puts you first and knows what he’s doing.
Jeff Morand was recommended to me by a friend. I requested a consultation call. An appointment was made and Jeff called me right on time. He answered several questions and gave me advice on my personal circumstances. All of this without me being an actual client. He was friendly and generous with his time.
Jeff is a trusted advisor for many years. He digs in on details and presents a broader view that I appreciate. Always good working with him.
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.
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.
Frequently asked questions about Capital Concepts Inc
How is Capital Concepts Inc rated?
Capital Concepts Inc has a 5 star rating with 20 reviews.
When is Capital Concepts Inc open?
Capital Concepts Inc is closed now. It will open tomorrow at 9:00 a.m.