Money Concepts Financial Planning
11440 N Jog Rd, Palm Beach Gardens, FL 33418, US
About This Business
Money Concepts Financial Planning is a financial services firm dedicated to providing advisors and financial institutions with the tools, support, and resources needed to succeed. Founded in 1979 by John P. Walsh, the company recognized the weaknesses in the distribution systems of the financial services industry and aimed to solve these problems. With a strong commitment to its values, Money Concepts has established itself as a trusted partner for community-based financial institutions, tax professionals, and independent financial planners. The company's approach is centered around surrounding its advisors with the right solutions, easing day-to-day stress, and helping them build fulfilling and sustainable practices. By providing a structured and unbiased way to offer holistic financial planning and wealth management solutions, Money Concepts empowers its advisors to make the right decisions for their businesses and reach their full potential. With a focus on strategy and support, the company walks alongside its advisors, providing them with the tools, insights, and guidance needed to succeed. Many of Money Concepts' advisors have stayed with the company for over 20 years, testament to the genuine care and respect they receive. As a result, Money Concepts has become a leader in the financial services industry, known for its commitment to its advisors and its dedication to helping them achieve their goals. Whether it's through its turnkey financial planning center or its comprehensive support services, Money Concepts is dedicated to helping its advisors and their clients achieve financial success and security. With its strong foundation, commitment to its values, and focus on supporting its advisors, Money Concepts Financial Planning is poised to continue its success and remain a trusted partner in the financial services industry.
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Customer Reviews
1 total reviews
Eleanor Riggs
June 06, 2025Overpromised and Underdelivered: A Financial Advisor's Nightmare
I've been in the financial services industry for over a decade, and my experience with Money Concepts Financial Planning has been a disappointment. As a financial advisor, I was initially drawn to their promise of providing comprehensive support and resources to help me grow my practice. However, what I got was a generic, one-size-fits-all approach that failed to address my specific needs. The 'structured and unbiased' way they claimed to offer holistic financial planning and wealth management solutions sounded great on paper, but in reality, it felt like a cookie-cutter template that didn't take into account my clients' unique financial situations. The turnkey financial planning center they touted as a key benefit was clunky and outdated, making it more of a hindrance than a help. Perhaps the most frustrating aspect was the lack of genuine care and respect from the Money Concepts team. Despite their claims of being a 'trusted partner,' I felt like just another number in their book of business. I've seen better support and more personalized attention from other financial services firms. If you're a financial advisor looking for a reliable partner to help you succeed, I'd advise you to look elsewhere. Money Concepts may have a strong foundation and a commitment to their values, but when it comes to actually delivering on their promises, they fall short.
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Company Information
Address
11440 N Jog Rd, Palm Beach Gardens, FL 33418, US