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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 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 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.
Jeff and his team have always been great answering my "many questions" and overseeing my investments. HIGHLY RECOMMEND!
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 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.
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 on Monday at 9:00 a.m.