The Financial Concept Group, LLC
About
At The Financial Concept Group, LLC, we believe that a strong financial strategy is a powerful tool. Reaching your financial goals hinges on having the right strategy -- one that fits your unique circumstances and grows with you. Organizing your finances can be a daunting task, that's where The Financial Concept Group, LLC comes in. We're trained, licensed professionals, and we can draw on years of investment experience to help you with your financial situation. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better prepared to face the future.
Please call today if you think your financial strategy/situation needs to be reviewed. Most people need to update their financial analysis each year to help ensure that it is in step with their life. If it's been a while, act today!
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Frequently asked questions
What is your typical process for working with a new customer?
Jeff can be counted on as a trusted professional that operates with integrity. Jeff understands that working in a small community allows only one chance at building a good client relationship and reputation.
What education and/or training do you have that relates to your work?
Jeff graduated from Edinboro University of Pennsylvania with a bachelor degree in Fine Arts. In 1996 he started with Prudential and went through Prudential University. He holds a Series 6 and 63 securities registrations along with the life and health license. Jeff left Prudential in 1998 and started The Financial Concept Group, LLC. The agency currently handles over 15 businesses and over 300 individual clients.