Financial Concepts is an independent company and has been serving Mercer County since 1995.  We are a full service investment center and only offer programs and products that pass our standards.

We believe the selection of a financial planner is one of the most important decisions you will ever make. You deserve to be served by an experienced professional who has many years of practical financial planning. Our financial planners can work with you to evaluate and help build an investment plan tailored to your specific needs.

Our financial planners will advise you as the market conditions and interest rates fluctuate over time, as well as help you face the present and plan for the future. After all, as your lifestyle changes, your financial goals may also change. 

Judy Zehringer, AIF ®

(419) 586-9040

Lani Stein