Financial Concepts Unlimited, Inc. Employee Directory

Q: What is Financial Concepts Unlimited, Inc. known for?

Financial Concepts Unlimited, Inc. was founded in 1990. Financial Concepts Unlimited, Inc. operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Our Philosophy:  Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology.

Our Process: Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives.

Our People: Financial Concepts’ team of analysts and financial planning professionals bring over 80 combined years of solid academic and business experience to every investment decision.


BBB (Better Business Bureau) Accredited Business

Find Financial Concepts Unlimited, Inc. employees' phone numbers or email addresses

Financial Concepts Unlimited, Inc. Global Highlights

North America
7

United States Of America
7

Financial Concepts Unlimited, Inc.'s Leadership

J. T.
President & Ceo
Mobile Phone
Email
D. C.
President
Mobile Phone
Email
C. N.
Wealth Manager, Principal
Mobile Phone
Email
L. H.
Office Manager
Mobile Phone
Email
F. C. U.
Office Manager
Mobile Phone
Email
G. L.
Financial Advisor
Mobile Phone
Email

Contact profiles from Financial Concepts Unlimited, Inc.

Name

Title

Contact Info

Location

Last Update

D. C.
President
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2025
J. T.
President & Ceo
Mobile Phone
Email
United StatesMaryland
Sep 09, 2025
C. N.
Wealth Manager, Principal
Mobile Phone
Email
United StatesMaryland
Jul 17, 2025
L. H.
Office Manager
Mobile Phone
Email
United StatesMaryland
Oct 17, 2025
F. C. U.
Office Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
G. L.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Financial Concepts Unlimited, Inc. known for?

Financial Concepts Unlimited, Inc. was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 30B West St., Annapolis, Maryland 21401, US; you can contact the main corporate office by phone at

+1-301-315-****

. Explore Financial Concepts Unlimited, Inc.'s company overview page for more information.

What is Financial Concepts Unlimited, Inc.'s most common email format?

Financial Concepts Unlimited, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Concepts Unlimited, Inc. email formats with LeadIQ.

How many employees does Financial Concepts Unlimited, Inc. have currently?

Financial Concepts Unlimited, Inc. has approximately 3 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Financial Concepts Unlimited, Inc.'s key employees and leadership?

As of October 2025, Financial Concepts Unlimited, Inc.'s key employees include:

President & Ceo: J. T.
President: D. C.
Wealth Manager, Principal: C. N.
Office Manager: L. H.
Office Manager: F. C. U.

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