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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
9676 Dry Fork Road, Harrison, OH, 45030, United StatesGet directions
|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.|
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.
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.
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.
Jeff has educated me regarding my investments. I have experienced very healthy returns. I would, without hesitation, recommend his financial services.
Capital Concepts Inc has a 5 star rating with 14 reviews.
Capital Concepts Inc is closed now. It will open tomorrow at 9:00 a.m.