Insights

Market Niche Focus Total Financial Concepts operates within the financial services industry with a specialized focus on investment advisory and insurance products, presenting opportunities to cross-sell or upsell comprehensive financial planning solutions to clients seeking personalized financial management.

Growth Potential With annual revenues estimated between 10 million and 25 million and a small team of 2 to 10 employees, the company appears poised for expansion, making it a potential target for scalable financial technology solutions and new service offerings to support increased business volume.

Technology Stack Utilizing cloud-based services such as Cloudflare, Google Maps, and Google Analytics indicates a modern digital infrastructure, providing opportunities to offer advanced cybersecurity, data analytics, or client engagement tools to enhance operational efficiency.

Regulatory Complexity The company's registration across multiple states and licensing as a registered investment advisor highlights navigational complexity, suggesting potential sales of compliance management, regulatory training, or licensing support solutions to streamline their operations.

Peer Comparison Compared to larger firms like T. Rowe Price and Fidelity Investments, Total Financial Concepts has a smaller footprint but operates in an industry with high-value, recurring revenue opportunities, making it suitable for targeted financial technology and client acquisition tools aimed at smaller financial advisories.

Total Financial Concepts, Inc. Tech Stack

Total Financial Concepts, Inc. uses 8 technology products and services including Google Hosted Libraries, Amazon S3, FMG Suite, and more. Explore Total Financial Concepts, Inc.'s tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

Total Financial Concepts, Inc.'s Email Address Formats

Total Financial Concepts, Inc. uses at least 1 format(s):
Total Financial Concepts, Inc. Email FormatsExamplePercentage
FLast@totalfinancialconcepts.comJDoe@totalfinancialconcepts.com
67%
First.Last@totalfinancialconcepts.comJohn.Doe@totalfinancialconcepts.com
16%
FirLast@totalfinancialconcepts.comJohDoe@totalfinancialconcepts.com
17%

Frequently Asked Questions

Where is Total Financial Concepts, Inc.'s headquarters located?

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Total Financial Concepts, Inc.'s main headquarters is located at 106 Apple Street Suite 204 Tinton Falls, New Jersey United States. The company has employees across 1 continents, including North America.

What is Total Financial Concepts, Inc.'s phone number?

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You can contact Total Financial Concepts, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Total Financial Concepts, Inc.'s official website and social media links?

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Total Financial Concepts, Inc.'s official website is totalfinancialconcepts.com and has social profiles on LinkedIn.

What is Total Financial Concepts, Inc.'s NAICS code?

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Total Financial Concepts, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Total Financial Concepts, Inc. have currently?

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As of May 2026, Total Financial Concepts, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include President: T. J.Founder: R. J. T.Owner: M. I.. Explore Total Financial Concepts, Inc.'s employee directory with LeadIQ.

What industry does Total Financial Concepts, Inc. belong to?

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Total Financial Concepts, Inc. operates in the Financial Services industry.

What technology does Total Financial Concepts, Inc. use?

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Total Financial Concepts, Inc.'s tech stack includes Google Hosted LibrariesAmazon S3FMG SuiteFont AwesomeGoogle MapsBootstrapGoogle AnalyticsGoDaddy.

What is Total Financial Concepts, Inc.'s email format?

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Total Financial Concepts, Inc.'s email format typically follows the pattern of FLast@totalfinancialconcepts.com. Find more Total Financial Concepts, Inc. email formats with LeadIQ.

When was Total Financial Concepts, Inc. founded?

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Total Financial Concepts, Inc. was founded in 1984.

Total Financial Concepts, Inc.

Financial ServicesNew Jersey, United States2-10 Employees

The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. 

Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at rtuzzo@totalfinancialconcepts.com

Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 600 Dresher Road, Horsham, PA 19044, 800-873-7637. Total Financial Concepts, Inc. and other listed entities are not affiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not offer tax or legal advice. Always consult a qualified professional for specific information regarding your personal situation.


Our representatives are insurance and securities licensed in the following states: California, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, Virginia, Washington. This is not an offer or solicitation in any states where not properly licensed and/or registered. 
7486311DH_JAN27

Section iconCompany Overview

Headquarters
106 Apple Street Suite 204 Tinton Falls, New Jersey United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Total Financial Concepts, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Total Financial Concepts, Inc.'s revenue is estimated to be in the range of $10M$25M

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