The New Standard in Personalized Wealth Management

General Info

At Investment Concepts Inc. ICI, we look for high performance, credibility and dependability in meeting our clients investment needs. Our primary goal as a financial watchdog is to assist you in preserving capital, generating income and accumulating wealth to finance your investment goals. Our staff holds various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We are independent financial advisors and this provides us with flexibility in selecting investments and services that align with our clients needs. The personalized program that we can provide is a road map to working toward a more secure financial future._ Whether youre just beginning to plan for your financial future or looking for better ways to manage your portfolio, its essential to find an investment team you can trust.

HoursOPEN NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 414-273-4280

ExtraTollFree - 888-273-4280

Address:

231 E Buffalo St Ste 4 Milwaukee, WI 53202

Reviews

5

1 Reviews

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anonymous

03/02/14

5.0

Very patient, smart, and ETHICAL

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Categories

Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service, Investment Management, Life Insurance

Services / Products

Investment Advisory ServiceInvestment ManagementFinancial Planning ConsultantsRetirement Planning ServicesLife Insurance

Neighborhoods

Historic Third Ward, Downtown Milwaukee

Accreditation

SagePoint Financial

Associations