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ABA: The American Bankers Association

The 7 Factors when Choosing a Financial Planning & Wealth Management Solution – A Banker’s Perspective

Brought to you by: Money Concepts International Incorporated


Money Concepts
Money Concepts International Incorporated

With nearly forty years of success, establishing bank-based holistic financial planning centers, Money Concepts International is uniquely positioned to support the economic interests of your bank and the needs of your customers. As a full-service financial planning and wealth management organization, Money Concepts offers a proven bank-branded and controlled approach. This unique strategy allows ABA member financial institutions to generate and nurture customer relationships while providing valuable financial planning solutions and increasing bank revenue. Their product and service solutions include: Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investments - Stocks, Bonds, Government Securities, Mutual Funds, Investment Trusts, Asset Management, and Insurance - Life, Disability, Long-Term Care. Are you ready to explore the possibilities? – Give Money Concepts a call and take your bank to a whole new level.

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