Company logo

Capital Concepts, Inc.

Accounting services
Financial planner
Financial consultant
Investment advisor
Bookkeeping

Capital Concepts, Inc. information

Capital Concepts provides wealth management strategies for every stage of life encompassing financial planning, asset management, investments, life insurance, tax accounting and more.Since 1984, Capital Concepts has protected the financial assets of families and small businesses throughout Greater Cincinnati. We believe every one deserves to have a plan for their life and estate. Our goal is to gi...
Capital Concepts provides wealth management strategies for every stage of life encompassing financial planning, asset management, investments, life insurance, tax accounting and more.Since 1984, Capital Concepts has protected the financial assets of families and small businesses throughout Greater Cincinnati. We believe every one deserves to have a plan for their life and estate. Our goal is to give our clients a plan that produces, preserves, protects and passes wealth on in the most efficient way available under the law.Capital Concepts founder, Linda Horn, and her staff share a collective vision: to provide person-to-person service that is relationship driven, based on proven experience, knowledge and trust. At Capital Concepts you'll find good listeners who pride themselves on their ability to hear, and understand, what is really important to you. Our team of planners and advisors at Capital Concepts are experienced and well educated, yet we speak in every day English, not "Wall Street".A Capital Concepts Wealth Management Plan contains actionable strategies to help our clients reach their most cherished dreams and defend against the things that might undo them. And isn't that what's most important to you ... no matter what stage of life you are in?All securities through LPL FinancialMember FINRA/SIPC

Employees

Blake Yarborough
Former Franchise Owner
Susan Crawford-Morales
Sr. Loan Processor
Kelly Hallam
Loan Officer Assistant
Crystal Yarborough
Real Estate / Mortgage Broker

Looking for a particular Capital Concepts, Inc. Employee?

Capital Concepts, Inc.'s financial review

Employees

2


Technologies

Amazon AWS
Hosting
Datadog
Web Performance Monitoring
Google Custom Search
Search Appliances
Google Tag Manager
Tag Management

Alumni

Cary Donham
Branch Manager / Mortgage Consultant
Capital Concepts, Inc. (Real Estate Loans)
Heather Booth
Service Department Asst. Manager

Employees

Blake Yarborough
Former Franchise Owner
Susan Crawford-Morales
Sr. Loan Processor
Kelly Hallam
Loan Officer Assistant
Crystal Yarborough
Real Estate / Mortgage Broker

Looking for a particular Capital Concepts, Inc. Employee?

Capital Concepts, Inc.'s financial review

Employees

2


Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Represents linkedin prospector

See why over 1,000,000

people joined Apollo last year

Evolve your team’s engagement & intelligence today.