Edit info for Money Concepts Wealth Management

Edit
41% ready
Complete your business profile to get thousands of views with the following free bonuses:
  • Get special highlighting in our catalogue and priority placement at the top of our listings
  • Have your company shown in special blocks, available only for updated business profiles
  • And many more upcoming perks!
Logo
Drag and drop your logo here
Contacts
Business name
32/50 character max
Business division
0/50 character max
ZIP code
Enter street address (correct a point on the map)
24/50 character max
Nearest landmarks
0/150 character max
Area code
Phone number
Phone comment (e.g. "reception")
13/30 character max
Add another phone
Contact name
0/50 character max
Contact title
0/50 character max
Area code
Fax number
Description
0/30 character max
Website
0/30 character max
Your webpage address
Add social
ContactsEdit
Street address: 145 S Main StreetSuite 1
City / suburb: Bellefontaine, OH
Zip code: 433112000
Phone: (937) 592-0200 (Primary Phone)
Contact name:
Contact title:
Nearest landmark:
Fax:
Website:
E-mail:
Social networks:
Business descriptionEdit
Since 1979 Money Concepts has been providing professional financial planning and wealth management in a local family atmosphere designed to discover t

Our many years of experience has taught us "one size does not fit all" when it comes to the financial needs of individuals and companies. Diversity and circumstance make it necessary to provide unique financial solutions customized to fit each customers unique financial challenge and opportunity. Take a moment to visit with us and discover our commitment to you as an individual. What you'll find is our family of highly trained and experienced professionals eager to deploy their skills to work for you. They are not bound to any proprietary products or services. They have access to over 250 brands and thousands of products empowering them to meet your precise requirement reaching your financial target efficiently. No other company provides this much opportunity to financial advisors,

Business information
Brief description
150/200 character max
Detailed business description
791/1500 character max
Category (enter or select one from the list)
Add another category
Estimated number of employees
Annual sales estimate
$
ProductsDescribe or list the products you sell, e.g. Shoes, T-shirts, Accessories
76/500 character max
BrandsDescribe or list the brands you have to offer, e.g. Reebok, Nike
0/500 character max
General informationEdit
Business data
Estimated number of employees: 5 to 9
Annual sales estimate:
City / suburb: Bellefontaine, OH
Products

financial planning services, retirement planning services, Wealth Management

Brands
Tell your customers what brands you feature.
Add info
Filling out your business’ information will get it featured
in Whereorg listings so that more people will see it!
Photos A minimum of 3 photos is recommended
Upload another photo
Drag and drop photos here
Hours
Let your customers know when you are available to satisfy their needs, and they will be thankful!
Add hours
Hours
Description
0/200 character max
Is it your business?
Claim it to access more features!
Claim
Captcha

Secure image