Company

Open Concept Financial Group

Financial Services Markham, Ontario, Ca 11 employees

Employees: 11
Contacts: 1
Emails: 1
Phones: 1

www.openconceptfg.com LinkedIn

Open Concept Financial Group Overview

Headquarters: Markham, Ontario, Ca
Website: www.openconceptfg.com
Industry: Financial Services
Employees: 11
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Markham

About Open Concept Financial Group

We work with families, professionals, and business owners who want to make smart and grounded financial decisions through every stage of life and across generations. Our conversations connect the dots between planning, insurance, and investing so your choices reflect your values and support the life you're building. Clients often come to us during times of change—starting a family, growing a business, planning for retirement, or caring for aging parents. We bring structure, clarity, and a steady hand so you can move forward with confidence. Financial guidance for real life.

Open Concept Financial Group Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Open Concept Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Robert Baggetta	Wealth Consultant @ Oc Financial Group	Vaughan, Ontario, Canada	View
Alan Yu	Empowering Busy Families to Make	Markham, Ontario, Canada	Email Phone
Alpha Shih	Wealth Consultant - CEO of Alpha Lab		View
Jon Elmaleh	Wealth Consultant - --- - Helping You		View