Equity Concepts LLC - Henrico, Virginia

Address: 2550 Gaskins Rd, Henrico, VA 23238.
Phone: 8042854463.
Website: equity-concepts.com
Specialties: Financial advisor, Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of Equity Concepts LLC

Equity Concepts LLC 2550 Gaskins Rd, Henrico, VA 23238

☎️8042854463

⏰ Open Hours of Equity Concepts LLC

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Equity Concepts LLC

Equity Concepts LLC is a reputable financial advisory firm located at 2550 Gaskins Rd, Henrico, VA 23238. Established with the goal of helping individuals and businesses achieve their financial goals, they offer a wide range of services including financial planning, consulting, and investment advice. The company's website is equity-concepts.com, where clients can learn more about their services and team.

With a team of experienced professionals, Equity Concepts LLC specializes in helping clients navigate the complex world of finance. Their services are tailored to meet the unique needs of each client, ensuring they receive personalized attention and guidance. The company's specialties include:

- Financial advisor
- Financial consultant
- Financial planner

Equity Concepts LLC is committed to providing a comfortable and accessible environment for all clients. They offer:

- Wheelchair accessible entrance
- Wheelchair accessible parking lot

The firm has been well-received by its clients, with a total of 9 reviews on Google My Business. The average rating is 3.7/5, indicating a generally positive experience for those who have used their services. If you're seeking a reliable financial advisor, Equity Concepts LLC is a strong contender to consider.

Address: 2550 Gaskins Rd, Henrico, VA 23238
Phone: 8042854463
Website: equity-concepts.com

👍 Reviews of Equity Concepts LLC

Whit B.

1/5

It is very rare that I write a review as it’s just not my personal style. I do feel compelled to write one about Equity Concepts as my experience with their investment strategy was simply awful. I started with Equity Concepts in 2013 and over the course of five years my investment portfolio lagged the S&P by an astonishing 46.68%.

While I think Michael and his team are good and honest folks, they could not have done any more poorly investing and managing my money. Whit Baldwin

Lance W.

5/5

Alan Dole is an excellent financial adviser; he and his team have put together a very thoughtful portfolio for us, remained on top of communications, and continue to provide great support even though we moved out of state. He was very accommodating to my investment strategies while also providing thoughtful pros/cons to my thinking. A sound teacher and advocate who has been a great support to me and my young family. Highly recommended!

Tasha J.

5/5

I’ve known the owner Michael Thaler for many years now personally and in business. If your looking for a company that’s honest and trustworthy to mange your money and investments. This is the company your looking for.

Daniel C.

5/5

Equity Concepts is a great company with great people!

K N.

1/5

All of the investments I was sold performed poorly over the past five years. The principal has gone down by almost half. I feel like I was sold a bill of goods. Be careful!

Sean H.

1/5

Andrew M.

5/5

Peter S.

5/5