Equity Concepts LLC 2550 Gaskins Road, Henrico, VA 23238

"I’ve known the owner Michael Thaler for many years now personally and in business. If your looking for a company that’s honest and trustworthy to mange your money and investments. This is the company your looking for."

"It is very rare that I write a review as it’s just not my personal style. I do feel compelled to write one about Equity Concepts as my experience with their investment strategy was simply awful. I started with Equity Concepts in 2013 and over the course of five years my investment portfolio lagged the S&P by an astonishing 46.68%. While I think Michael and his team are good and honest folks, they could not have done any more poorly investing and managing my money. Whit Baldwin"

"Alan Dole is an excellent financial adviser; he and his team have put together a very thoughtful portfolio for us, remained on top of communications, and continue to provide great support even though we moved out of state. He was very accommodating to my investment strategies while also providing thoughtful pros/cons to my thinking. A sound teacher and advocate who has been a great support to me and my young family. Highly recommended!"

"All of the investments I was sold performed poorly over the past five years. The principal has gone down by almost half. I feel like I was sold a bill of goods. Be careful!"