Our Qualifications

The Financial Concept Group, LLC has been working with individuals and businesses in the Tri-State Area for over 20 years.


Each of our associates has extensive personal and professional experience in, investments, insurance, estate conservation, wealth tranfer and health care.


Many hold various professional designations, and qualified representatives are registered to sell investment products and licensed to sell various life insurance.


 We're looking forward to using our experience to help you with your current financial situation.