Skip to main content

Financial Planning Concepts

  •  

Client Login Contact Us

Financial Planning Concepts

  • Home
  • Who We Are 
    • Our Story
    • Our Team
    • Our Mission
    • Our Community Work
    • Honors & Awards
  • Who We Work With
    • Our Clients
    • Small-Business Owners
    • Attorneys
    • Medical Professionals
  • Why We're Different
  • Knowledge Center 
    • Blogs & Articles
    • Video Library
    • Useful Websites
    • Calculator Library

    You are here

  1. Home
  2. Who We Are

Who We Are

Financial Planning Concepts is a relationship-driven firm that delivers highly personalized services to individuals and families as they grow, manage, and protect their wealth. We provide independent, objective, and unbiased personal financial planning to bring peace of mind and clarity to our clients and their financial goals.

Our Core Values:

  • Fiduciary Standard
  • Transparency
  • Fee-only compensation
  • Independent, Unbiased Advice
  • Service to Clients and Community

Let’s set up some time to talk today.


Contact Us Company Brochure

  • Sitemap
  • Legal, privacy, copyright and trademark information

 

  • Phone: 718 667-5050
  • Email: info@fpcamerica.com

 Advisory services offered by World Investment Advisors, LLC. 

 

Form ADV Part 2A

Form ADV Part 2B

Form ADV Part 3

Joe Marchese - ADV Part 2B

© 2025 Financial Planning Concepts. All rights reserved.