Wealth Management and Financial Planning for Credit Union Members Since 1979

Money Concepts

Your Straightest Path To Success !

Since 1984 Money Concepts has been providing professional financial planning and wealth management programs for credit unions.

Our many years of experience have taught us "one size does not fit all" when it comes to the financial needs of Credit Union Members.

Diversity and circumstance make it necessary to provide unique financial solutions customized to fit each Members financial challenges and opportunities.

Take a moment to visit with us and discover our commitment to Credit Unions and their Members! What you'll find is our family of highly trained and experienced professionals eager to deploy their skills to work for you. Our program is not bound to any proprietary products or services. We have access to over 250 brands and thousands of products empowering Money Concepts to meet the precise requirements to help your Members reach their financial targets efficiently. No other company offers a truly holistic wealth management platform that will literally fit the needs of every Credit Union Member.

Give us a call to learn more!

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What Credit Union Representatives Are Saying...

“Since we focus on our members as financial planning clients, our strategic alliance with Money Concepts has allowed us to keep a larger portion of the total member portfolio under one roof, dealing with people they know and trust.  Disintermediation has not been a result.  In fact, it has boosted our average deposit.”
Tim McMurry, CFP®, President & CEO
PowerNet Credit Union
Tampa, Florida

“Today, more than ever, our members look for expert advice on financial markets. Through Money Concepts, we are able to meet our members’ needs without increasing overhead or investing in costly systems.”
Kamil Sakici, CPA
Sr. Vice President & CFO
Great Lakes Credit Union
Chicago, IL

"Since 2001, Money Concepts, through their representative, Marc Hernandez, has been serving our members in financial planning and investments.  I must say that Marc is about “Service” and does practice the credit union philosophy of ‘People Helping People.’  We have been very satisfied with the program and our members always compliment the service Marc extends to them.”
Olga I. Villarreal, President & CEO
Valley Federal Credit Union
Harlingen, Texas

Wealth Management and Financial Planning for Credit Union Members Since 1979