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Financial Concepts Unlimited, Inc.

Estate and Business Planning. Executive Benefits and Tax Planning. Partners For Your Financial Success. Financial Concepts, an Investment Advisory Firm. Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology. Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives.

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Financial Concepts Unlimited, Inc. | fcuinc.com Reviews

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Estate and Business Planning. Executive Benefits and Tax Planning. Partners For Your Financial Success. Financial Concepts, an Investment Advisory Firm. Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology. Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives.

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1 financial concepts unlimited

2 wealth management services

3 wealth management

4 client resources

5 stock watch

6 market news feed

7 quarterly market reports

8 account access

9 other service offerings

10 employee benefits

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financial concepts unlimited,wealth management services,wealth management,client resources,stock watch,market news feed,quarterly market reports,account access,other service offerings,employee benefits,esop,insurance,print,our philosophy,our process,sipc

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Financial Concepts Unlimited, Inc. | fcuinc.com Reviews

https://fcuinc.com

Estate and Business Planning. Executive Benefits and Tax Planning. Partners For Your Financial Success. Financial Concepts, an Investment Advisory Firm. Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology. Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives.

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fcuinc.com

1

Financial Concepts Unlimited, Inc.

http://www.fcuinc.com/wealthmanagement/resources/stocks

Estate and Business Planning. Executive Benefits and Tax Planning. Whether you are new to investing or have been saving for years, Financial Concepts can help you make the most of your money. Last Update: 24/8/2016 4:38pm. 217125 - 2186.66. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Financial Concepts Unlimited, Inc. are not affiliated companies.

2

Financial Concepts Unlimited, Inc.

http://www.fcuinc.com/otherservices/insurance

Estate and Business Planning. Executive Benefits and Tax Planning. Your financial security is our success. Financial Concepts Unlimited, Inc. draws upon an extensive list of highly rated insurance companies. These companies offer products that include Life, Disability, Group Benefits, Health, Long Term Care, and Annuities. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

3

Financial Concepts Unlimited, Inc.

http://www.fcuinc.com/wealthmanagement/resources/reports

Estate and Business Planning. Executive Benefits and Tax Planning. Whether you are new to investing or have been saving for years, Financial Concepts can help you make the most of your money. Second Quarter, 2016. First Quarter, 2016. Fourth Quarter, 2015. Third Quarter, 2015. Second Quarter, 2015. First Quarter, 2015. Fourth Quarter, 2014. Third Quarter, 2014. Second Quarter, 2014. First Quarter, 2014. Fourth Quarter, 2013. Third Quarter, 2013. Second Quarter, 2013. First Quarter, 2013.

4

Financial Concepts Unlimited, Inc.

http://www.fcuinc.com/wealthmanagement/executivebenefits

Estate and Business Planning. Executive Benefits and Tax Planning. Your financial security is our success. Executive Benefits and Tax Planning. Financial Concepts offers consulting and services related to:. Non-qualified Deferred Compensation Plan. Insurance (Key Man and Buy-Sell). Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Brokers and/or Brokerage firms may be reviewed utilizing FINRA's.

5

Financial Concepts Unlimited, Inc.

http://www.fcuinc.com/wealthmanagement/resources

Estate and Business Planning. Executive Benefits and Tax Planning. Whether you are new to investing or have been saving for years, Financial Concepts can help you make the most of your money. Last Update: 24/8/2016 4:38pm. 217125 - 2186.66. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Financial Concepts Unlimited, Inc. are not affiliated companies.

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Financial Concepts Unlimited, Inc.

Estate and Business Planning. Executive Benefits and Tax Planning. Partners For Your Financial Success. Financial Concepts, an Investment Advisory Firm. Our philosophy is to deliver consistent risk adjusted performance over time by utilizing both internal and external research and analysis through state of the art technology. Individual determination of investment objectives is supported by committee review of recommendations and consensus decisions to efficiently manage our clients' financial objectives.

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