Wealth Management and Financial Planning Opportunities for Individuals, Corporations, and Financial Institutions Since 1979

Industry Recognition

Wealth Management & Financial Planning Acknowledgments

Farm Credit System

FCC Services, Inc.– For over 30 years, FCC Services, Inc. has provided a wide array of innovative business services to the Farm Credit System and other agricultural, cooperative, financial and government clients. They enhance the ability of their clients to effectively and rapidly respond to opportunities and the changing marketplace.  In 1998, they endorsed Money Concepts as their exclusive provider of Financial Planning and Wealth management services to Farm Credit Associations and their customers.

National Association of Federal Credit Unions

NAFCU Services Corporation – Is the business arm of the National Association of Federal Credit Unions (NAFCU).   Their objective is connecting credit unions to superior solutions from trusted providers. With the NAFCU Services Corp. Preferred Partner Seal, they designate only suppliers who are truly committed to credit unions, and who've undergone a rigorous evaluation process.  Money Concepts was awarded this Seal as their provider of Financial Planning and Wealth Management services to their member credit unions.

American Bankers Association

Corporation for American Banking (CAB) – Is the business subsidiary of the American Bankers Association (ABA). CAB identifies and sponsors products and services that assist banks with their income-producing, efficiency, operational, and competitive needs.  Before any program is awarded the exclusive ABA Seal of Approval, CAB puts it through an extensive due diligence review, including independent analysis by industry experts and testing and validation by bankers in the field. When a solution bears the ABA Seal, you can rely on that solution to provide top quality performance and reliable results.  Money Concepts was awarded this Seal as their provider of Financial Planning and Wealth Management services to their member banks.

Financial Advisors Walking

Wealth Management and Financial Planning Opportunities for Individuals, Corporations, and Financial Institutions Since 1979