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Financial Concepts
- Financial Services
- Columbus, MS
About this business
For over 20 years, the firm has been helping families, business owners, professionals, and retirees with a wide range of investment needs, including: * Monthly or lump-sum investments into college accounts or retirement funds * Retirement plan distribution * Management of investment portfolios * Long-term care insurance needs * Leaving legacies for heirs At Financial Concepts, clients receive comprehensive financial planning--as their whole financial life is reviewed and their most important goals articulated. Each client re... read more
Location details
1121 2nd Ave N, Columbus, MS, 39701, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I highly recommend Financial Concepts in Columbus, Mississippi, for anyone looking for a trusted and reputable investment firm. The team is incredibly professional, and they take the time to ensure that each client is well-informed and supported in their financial journey. I especially want to highlight Kristen Elsmore, who stands out for her exceptional knowledge and friendly demeanor. Kristen goes above and beyond to explain complex financial terms in a way that's easy to understand, and her genuine care for her clients ma... read more
Beware of this company. Not only do they NOT keep client information confidential, they also do not comply with their own set of regulated standards. They were completely irresponsible, and I don’t wish this kind of mistreatment on anybody.
These guys are the best!! They listen to what YOUR plans are and they make it happen! Beyond thankful for this company. Special thanks to Kristen E.
Frequently asked questions about Financial Concepts
How is Financial Concepts rated?
Financial Concepts has a 4.5 star rating with 8 reviews.
When is Financial Concepts open?
Financial Concepts is closed now. It will open at 8:00 a.m.
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