Equity Concepts

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2550 Gaskins Rd
Henrico, VA 23238
+1 (804) 285-4463
http://www.equity-concepts.com
Established in 1991, Equity Concepts, LLC is a financial planning and consulting firm. It conducts Life Enhancement Programs to effectively transform the personal and financial lives of clients. Based in Virginia, the company collaborates with the client s team of professional advisors to integrate and coordinate the necessary investments/financial solutions. It offers a wide range of services, including budget management, cash flow analysis, college and retirement planning as well as tax planning strategies, to name a few. The firm offers securities and advisory services through Sanders Morris Harris Inc.

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1.01 reviews
Whit B.
6/1/2018

I turned all of my stuff over to them three years ago and I am well over 70% behind the S&P 500. Stay as far away from this group as you possibly can. I have moved on and I should've never...

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