Turnkey Financial Planning & Wealth Management Solutions

2022 Conference Sponsor

Turnkey Financial Planning & Wealth Management Solutions

Money Concepts was established in 1979 to assist credit unions across the country by offering comprehensive and integrated solutions for the delivery of full-service financial planning, wealth management, insurance, and investment advisory services to members.

In today's market environment, your real competitive advantage is in the 'MemberCentric' relationships you develop with your members. No longer can you be satisfied with a transaction-based investment program or no program at all. Take your credit union to the next level and enhance your relationships while increasing your profitability by offering a unique financial experience.

Money Concepts has provided consistent, effective, MemberCentric broker-dealer solutions for decades. There are a wealth of opportunities inherent through a relationship with Money Concepts.

Do you, your credit union, and most importantly, your members a favor and take this opportunity to contact Kenny Parker at Money Concepts to explore the possibilities. You and your members will be glad you did!

Kenny Parker Sr.
National Director, Financial Institutions Division
Money Concepts International