BBB Accredited Business Profile

Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc.

(301) 315-6344

Financial Concepts Unlimited, Inc.

36 years in business
30 West St Ste B
Annapolis, MD 21401-2421
Additional Phone Numbers
  • (866) 444-5122
Additional Email Addresses
  • jt@fcuinc.com
  • inquiries@fcuinc.com
BBB File Opened: 11/02/2011
Business Started: 05/19/1981
Business Started Locally: 05/19/1981
Business Incorporated: 05/04/1990 in MD
Type of Entity
Corporation
Contact Information
  • Principal: Mr. John R. Taylor, Jr., President/CEO
  • Customer Service: Ms. Lisa Holland, Office Manager
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Investment Management
  • Planning Consultants
  • Financing Consultants

Additional Information
  • * According to the company's website, "Securities offered through Purshe Kaplan Sterlin Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211" (Link: http://www.fcuinc.com/)
Products & Services
This company offers financial planning and wealth management services.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
5
BBB accredited business

A+

Overview

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Financial Concepts Unlimited, Inc.

Financial Concepts Unlimited, Inc.

BBB ACCREDITATION SINCE 11/21/2011

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