Thomas Blank, EA

"Money Concepts is on the leading edge of technology and has the best continuing education and training programs of any of the companies I looked into."

John Anderson

"Being part of the Money Concepts organization for more than a decade has given me the opportunity to build a business I own, while maintaining my clients as my own."

James Danovich, CPA

"Money Concepts has developed strategic relationships within the investing industry, which allows me to offer the best of the best in financial service products. My clients have certainly benefited from my association with Money Concepts."

Richard Davis, Jr.

"The networking and sharing of ideas amongst Money Concepts associates means, that in reality, anyone within Money Concepts is literally a phone call away."

Robert C. Gilbert, CFP™, CFS, EA

"I chose Money Concepts to work with because they provided me with their turn key system of presenting concepts so as to educate and present ideas to my clients."

Larry Hart, CPA, CFP™

"Money Concepts receives an A+ in my evaluation of their people, their philosophy, their mission, their operating systems and the services they provide. Money Concepts offered exactly what I needed to take financial planning to the next level in my firm."

Nick Hodges, CFP™

"After joining Money Concepts, with their focus on intensive practical education programs and tax-sensitive advanced planning techniques, I became know as 'The Lazy CPA' as they showed me how to become more efficient by working less and earning more - while still serving my clients' best interest."

Linda R. Horn, CEP, CSA, RFC

"I chose Money Concepts for the service and support they provide from their International Headquarters. I also receive mentoring assistance from other Money Concepts Associates and find the continuing education provided by headquarters to be incredible!"

Anthony Juarez, III, CPA

"Since Money Concepts is a network of independent representatives, I know my position of trust and independence will not be impaired. I can still offer my clients due diligence and know whole-heartedly that they are placed in investments that are right for their situation. Since adding Money Concepts to my practice, not only has it increased my bottom line, but I feel I am truly giving my clients a service they need and sincerely deserve."

Bruce Morrison, CFP™

"I chose Money Concepts because the firm is much more proactive than others. I agree with the philosophy of 'networking with your peers' and sharing ideas with each other, which Money Concepts encourages. Being affiliated with Money Concepts has helped me grow my financial planning business by more that 20% per year since joining the firm in December 1989."

Christopher Passero, CPA

The opportunity Money Concepts provides its planners to make a difference in other people's lives while providing an opportunity to live the American Dream…owning your own business, is what makes it unique among financial planning organizations."

William V. Petterman, CPA, CFP™

"Incorporating Money Concepts' systems, training and marketing tools gives me the ability to deliver comprehensive financial planning services on a completely independent basis to my clients."

Cindy Vandewater, CPA, CFP™

"I like the way Money Concepts offers monthly training and back office support. Their meetings and conferences are great. Getting together with other planners has been very helpful to me in developing my business."

Pirkko Witting, CPA, CFP™

"My CPA background and my Money Concepts affiliation is a wonderful combination that gives me tremendous experience in helping my clients fulfill their needs. Money Concepts training programs and meetings are very motivating and help me to get to know other associates."

John Zeilor, CPA/PFS, CFP™

"I found that by joining Money Concepts, which does not have proprietary products, I have been able to provide my clients with the products that best match their specific needs and goals. "