“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