Money Concepts - The go-to place for all of your members’ financial planning needs.

on

NCOFCU's
2024 San Antonio Conference Sponsor

You know your Members have come to expect personalized care, constant reliability, and unmatched service.

By providing holistic planning to your customers, you can…

  • become the go-to place for all of your members’ financial planning needs
  • create an even more loyal and engaged member base
  • differentiate yourself in the market
At Money Concepts, we serve as a supportive arm for credit unions, helping them by removing obstacles, providing tools, and advocating for them to help them achieve their goals.

Our extensive back-office experience allows financial institutions to focus on what matters — customer relationships strengthened through comprehensive wealth management, financial planning, estate planning, life insurance, and investment solutions.

These are the things that you’ve staked your reputation on. And we understand, because these are the same things Money Concepts is known for.

Benefits to Your Financial Institution:
  • Proven Method
  • Institution Control
  • Enhanced Customer Loyalty
  • New Customer Relationships
  • Increased Non-Interest Fee Income
  • Ongoing Staff and Advisor Education
  • Innovative Customer-Focused Solutions
  • Continuous Technological Advancements
  • Compliance Support & Regulatory Readiness
  • Access to Independent and Non-Proprietary Products
  • Improved Community Outreach, Support, and Influencs
With over four decades of success in establishing branch-based financial planning centers, Money Concepts can uniquely support your institution’s economic interests and customers’ needs. As a full-service financial planning and wealth management organization, Money Concepts offers a proven institution-branded and controlled approach.

This unique strategy allows financial institutions to generate and nurture customer relationships while providing valuable financial planning solutions and increasing revenues.

Solutions Include:
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Investments - Stocks, Bonds, Government Securities, Mutual Funds
  • Investment Trusts
  • Asset Management
  • Insurance - Life, Disability, Long-Term Care

KENNY PARKER | Executive Vice President – Recruiting & Acquisitions
Office : (561) 472-2000 ext  | Fax: (561) 847-2173
Direct: (561) 847-2123

MONEY CONCEPTS INTERNATIONAL, INC.

11440 North Jog Road, Palm Beach Gardens, FL 33418


All Securities Offered Through Money Concepts Capital Corp. | Member FINRA / SIPC
Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc.






































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