Financial Concepts, LLC
Phone: (319) 656-3330
Directions: 208 5th St, Kalona, IA 52247
Financial Concepts believes in fostering a unique partnership with our clients, building mutual, long-term relationships that extend beyond individual transactions, market cycles and generations of investors, offering: Well-defined plans for success Control and open communication Professional experience and access to analysts Open architecture investment platform Strategic/Tactical investment models Comprehensive consultation and continuous review Ability to change fund managers at no charge Face-to-face meetings with asset managers Long lasting relationships An experienced Wealth Advisory Team Our Mission It is the mission of Financial Concepts to provide our clients with the vital guidance necessary to make wise and informed decisions about their wealth. We accomplish this through personalized advice, a unique portfolio investment process and exceptional client service.