Our corporate philosophies dovetail and are an excellent match" Barry Dayley, Executive VP, Money Concepts
(PRWEB) March 31, 2015
Farm Credit of Central Florida, ACA, a Lakeland based, Member-Owned, agricultural lending cooperative signed an agreement with Money Concepts International, Inc. to provide financial planning and wealth management services to their customers and members starting April 1, 2015.
“We are excited about forming this partnership with Money Concepts International to assist our Members in preserving their legacy. As Farm Credit approaches the 100th anniversary of its creation in 1916, adding financial planning and wealth management will greatly enhance the benefits of membership in our cooperative,” said Reggie Holt, President and CEO of Farm Credit of Central Florida.
“During an extensive due diligence process our two organizations discovered a shared commitment to the value proposition of a holistic approach to financial planning and wealth management services. Our corporate philosophies dovetail and are an excellent match. It is an honor to be aligned with an organization like Farm Credit of Central Florida. Their senior management team has 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.
Like other business owners, farmers and ranchers have specific needs with solutions tailored to their personal situation. Whether it is succession planning, tax planning, investments, life insurance, or an overall holistic financial plan, the Money Concepts program offers the needed tools to be successful.
Money Concepts has been working with Farm Credit Associations to provide quality financial planning and wealth management services to their members since 1998. Money Concepts is a national business partner of FCC Services, Inc. and serves a growing number of Farm Credit Associations nationwide.
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. Money Concepts® was 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 based financial institutions 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.
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., 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.
For more information, visit http://www.moneyconcepts.com/Independent-Broker-Dealer/FarmCredit and follow us on Facebook, LinkedIn and Twitter.