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Money Concepts
Financial Services
Palm Beach Gardens, FL 5,501 followers
We’ve got some unconventional ideas about the financial industry, and we are happy to share them
About us
Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices" to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts
- Website
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http://www.MoneyConcepts.com/
External link for Money Concepts
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Palm Beach Gardens, FL
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Independent Financial Planning, Community Banks and Credit Unions, Tax Professionals, and Financial Advisors
Locations
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Primary
Get directions
11440 North Jog Road
Palm Beach Gardens, FL 33418, US
Employees at Money Concepts
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Steven A. Schulman
MBA, AAMS® (Accredited Asset Management Specialist)
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Ernie Brass
Money Concepts Financial Services / Wealth Management Coach
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Brian Adams
President and Registered Financial Consultant® at Money Concepts
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Ruben Ruiz
Helping Americans Protect Wealth & Create a Path to a Tax-Free Retirement Using my Proprietary Future Prosperity™ Formula | CEO of The Ruiz Financial…
Updates
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Making a difference in our community is at the heart of Money Concepts. This December, we hosted a successful charity walk raising funds for the Alzheimer's Association. We would like to extend a huge thank you to our advisors and entire Money Concepts family who came together to strengthen our community and contribute to the fight against a disease that affects millions of families every year.
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The Money Concepts community will walk to embody the lasting legacy of Alice Walsh and Pat Dodds, whose spirit of giving and community-building are the foundation of this event. This year, we will raise money in honor of Jim Moss, a pillar of our Money Concepts family for over forty years, by giving 100% of proceeds to the Alzheimer’s Association. Whether you are already a member of the Money Concepts community or not, we appreciate all contributions to the fight against a disease that affects millions of families every year. Donations can be made using this link. https://lnkd.in/gRHrAf_n
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What an honor! We are humbled to present Keynote Speaker, Retired U.S. Army Lt. Colonel Todd Henshaw at our upcoming Annual Planning Conference hosted for the Money Concepts community. “Leaders Do Not Shrink from Challenges” will unveil insights from his experience in influencing with optimism amongst uncertainly and difficulty to get the job done!
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Money Concepts' Women in Business (WiB) is a growth-oriented community of leaders who foster a culture of sharing, resourcefulness, ambition, and respect. This month, our discussion centers on team building, where members share diverse perspectives and experiences for others to learn from. The community is open to women of all different job descriptions within MC. #WomenInBusiness #Teamwork #CultureOfSharing
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Money Concepts reposted this
We’re thrilled to announce that Money Concepts has integrated our Wealth Data Aggregation and Financial Reporting solution to enhance their data management technology. This integration gives their advisors a comprehensive view of clients’ holdings and activities from thousands of sources. Together, we are supporting data-driven excellence and client-centric innovation. See how this solution is empowering advisors. #WealthManagement #DataAggregation #DataAnalytics #Innovation
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future
broadridge.com