Money Concepts has been helping credit unions large and small deliver quality financial planning services to their members since 1984
Washington DC. (PRWEB) July 23, 2014
United States Senate Federal Credit Union, a $574 million asset and over 32,000 member credit union signed an agreement with Money Concepts International, Inc. to offer financial planning and wealth management services to their members, starting August 1, 2014.
"After completing the due diligence process, our two organizations felt the commitment to holistic financial planning and wealth management services and our corporate philosophies dovetailed are an excellent match. We are honored to be aligned with an organization like United States Senate Federal Credit Union. Their senior management team have a great understanding of these services, and a real commitment to supporting this mission for their members.” Stated Barry Dayley, Executive Vice President of Money Concepts.
About Money Concepts
Money Concepts Capital Corp is a privately owned independent broker-dealer and dually registered as a Registered Investment Advisor based in Palm Beach Gardens, FL. Established in 1979, and its parent company Money Concepts International Inc. has a network of approximately 700 financial professional's centers nationwide.
In addition to serving independent advisors, Money Concepts provides turn-key wealth management services for community banks, credit unions and tax professionals. Money Concepts advisors provide holistic planning and offer a full array of non-proprietary products and services including advisory and alternative investment services.
Money Concepts has been helping credit unions large and small deliver quality financial planning services to their members since 1984. Money Concepts is a national business partner of NAFCU Service, Inc., and are serving a growing number of credit unions across the nation.