Tony Juarez III has been in the financial planning business for over 15 years. He is a licensed
Registered Representative with Money Concepts Capital Corporation. He is also a Certified Public
Accountant since 1992, however he has been in his dad's business since High School.
For the past 15 years, Tony has been helping individuals and their businesses in areas of Financial
Planning, Investment Planning and Tax Planning. He helps in many strategies and in addition to working
with individual clients and their businesses. Tony has been a group leader and has taught numerous
seminars for the public on all areas of investments, financial planning and tax strategies and compliance.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Anthony Juarez III is an independent contractor of Money Concepts
note: Juarez Financial and Tax is an independent firm and not affiliated with Money Concepts