Money Concepts Wealth Management and Financial Planning

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Money Concepts Wealth Management and Financial Planning Retirement planning, financial planning, investments, college planning, life insurance and more! Let us help you ensure you are maximizing your benefits.

We provide holistic wealth management and financial planning services through our affiliation as independent financial advisors with Money Concepts Capital Corp. Our services include retirement planning, financial planning, investments, college planning, wealth management and advisory services, life insurance, estate planning, 401k plan management and more. We specialize in working with federal employees in helping them understand their federal benefits including TSP, FEGLI, FERS, and other federal benefits. We can help devise a plan to help federal employees maximize their financial goals both during their employment years and after retirement. Our team consists of various individuals in different capacities including Enrolled Agents (our resident income tax experts), life insurance specialists, financial advisors and support staff. Our team is here to help! We also conduct seminars, webinars and other events to promote and educate our communities on wealth management and financial planning topics.

🎉 Yesterday, we celebrated Boss’s Day by sharing lunch and showing our appreciation for Gilbert, Marie, and Diana! 🥳 We’...
10/17/2026

🎉 Yesterday, we celebrated Boss’s Day by sharing lunch and showing our appreciation for Gilbert, Marie, and Diana! 🥳 We’re grateful for all you do to help us grow and succeed together! 👏💛💙

10/16/2026

A traditional individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to traditional IRAs are either tax deductible (the money goes into the IRA pre-tax) or nondeductible (you pay income tax on the money that goes...

10/16/2026

🎉 This morning, Oscar and Ella represented our team at the City of Del Rio Health Fair! Thank you to everyone who stopped by our table and entered our prize drawing.

🏆 Congratulations to our winner, Miguel Rodriguez! We’ll be reaching out to you with more details

10/13/2026

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👋 Have you stopped by the office lately? If not, you may have missed two wonderful new additions to our team! 🎉Help us g...
10/13/2026

👋 Have you stopped by the office lately? If not, you may have missed two wonderful new additions to our team! 🎉

Help us give a warm welcome to Ella, our Regional Recruiting Assistant, and Araceli, our Director of First Impressions! 💛💙 We're excited to have them on board and look forward to all the great things ahead. 👏

10/12/2026

The right broker-dealer gives advisors the freedom to grow and a culture they actually enjoy being part of. (TikTok dances may be optional.) 🕺⭐️💃

⬇️Click the link below to see what independence looks like with the right people behind you.
moneyconcepts.com/gmercado

October 12 we will be closed. We will reopen our doors October 13.
10/12/2026

October 12 we will be closed. We will reopen our doors October 13.

10/10/2026

🌎 Immigration decisions can impact more than your legal status. They can also affect your finances, business, and family's future.

We welcome immigration attorney Alfredo Lozano to discuss the importance of seeking qualified legal guidance, keeping accurate financial records, and planning ahead when navigating the immigration process.

🎙️ Learn how the right team and preparation can help you make informed decisions for your future!
The Lozano Law Firm - Abogado de Inmigracion

10/09/2026

As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.

10/07/2026

Address

100 Center Drive
Del Rio, TX
78840

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+18307754800

Website

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