Money Concepts International Inc.

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Money Concepts International Inc. Our Philosophy

At Money Concepts you are in business for yourself, not by yourself.

Money Concepts is an entrepreneurial based company founded on the principle of true ownership. This means that all Money Concepts Centers are independently owned and operated, with “YOU” being the central focus of everything we do. Our corporate philosophy is based on five key pillars:




Integrity

We pledge soundness and honesty in all our dealings with clients and companies with whom we affiliate. Commitment

We regard all associations as a trust and give our total attention to the best interest of our clients, now and in the future. Fairness

We insist that all arrangements must work equally well for all parties in both human and financial terms. Credibility

We will not associate ourselves with products or services we cannot believe in and use with pride and integrity. Opportunity

We will constantly be alert to changes in markets, products, regulations, and the economy for the opportunities they may create. Enterprise

We believe in the power of the “can do” spirit of private enterprise . . . owning your business is a bold and difficult task, but a worthwhile venture. At Money Concepts you not only own your business by contract but also receive substantial support and direction.

Some milestones take decades to earn 🏆This October, five members of the Money Concepts family are celebrating 15, 20, an...
10/29/2026

Some milestones take decades to earn 🏆

This October, five members of the Money Concepts family are celebrating 15, 20, and even 25 years with us. That’s a long time spent showing up for clients through every market, every life change, and every “what should we do now?” conversation.

🌟 Jim Wright, CPA – 25 Years
🌟 Isaac McCabe – 20 Years
🌟 Rajiv Iyer, JD – 20 Years
🌟 Chris Puffer – 20 Years
🌟 Beth Berkimer – 15 Years

We’re proud to stand behind you and grateful for every year you’ve chosen to build your practice with us. Here’s to many more.

👇 Drop a congratulations in the comments! 🎉

Haunted House but you're a financial professional 👻😵‍💫 What's scarying you this spooky season? 🎃
10/29/2026

Haunted House but you're a financial professional 👻😵‍💫 What's scarying you this spooky season? 🎃

Richard Rosenthal of Rosenthal Financial Group in Lansing, Michigan, has joined the Money Concepts family as part of The...
10/28/2026

Richard Rosenthal of Rosenthal Financial Group in Lansing, Michigan, has joined the Money Concepts family as part of The Great Lakes Network.

It’s great to have you with us, Richard, we’re looking forward to having you as part of our community!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Before thinking about investments, retirement, or taxes, most people skip the step that matters more than any of it.The ...
10/27/2026

Before thinking about investments, retirement, or taxes, most people skip the step that matters more than any of it.

The most expensive financial mistake isn't picking the wrong investment. It's spending years without stopping to ask whether you're headed in the right direction.

Three questions worth asking first:
→ What am I actually saving for
→ Am I making real progress toward it
→ What's my next step

It's the question a Money Concepts advisor asks before any of the rest.

🌐 moneyconcepts.com

We’re happy to welcome Tenesha Marie Hartgrove of The Executive Wealth Advisor in Columbus, Ohio, to the Money Concepts ...
10/21/2026

We’re happy to welcome Tenesha Marie Hartgrove of The Executive Wealth Advisor in Columbus, Ohio, to the Money Concepts family.

Tenesha joins The Tailwind Network, and we’re glad to have her with us as she begins this new chapter!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

What's a guaranteed way to earn 20% on your money? Pay off credit card debt as soon as you can. With average credit card...
10/13/2026

What's a guaranteed way to earn 20% on your money? Pay off credit card debt as soon as you can.

With average credit card rates running well into the 20% range, every extra dollar toward a balance is a dollar that stops paying interest. Before chasing investment returns, Money Concepts advisors start by helping clients eliminate the debt working against them first.

What kind of legacy is your leadership leaving?That question guided September's Women in Business ShareScape, and the co...
10/06/2026

What kind of legacy is your leadership leaving?

That question guided September's Women in Business ShareScape, and the conversation that followed was a great reminder of how much we learn from one another.

Women in Business brings together women from every corner of Money Concepts, from advisors and assistants to our home office team. Each month, we gather for a Zoom meeting to swap ideas, ask real questions, and cheer each other on as we grow in our businesses and beyond.

Thank you to everyone who joined us in September. We can't wait to see you at the next one!

Thanks to everyone who attended one of our Council of Presidents sessions this year! We loved catching up with you all i...
10/05/2026

Thanks to everyone who attended one of our Council of Presidents sessions this year! We loved catching up with you all in Atlanta, St. Louis, Cincinnati, and beyond! Each stop gave us time to share ideas, talk through updates, and reconnect with the incredible community each of you has helped to build!

We've had some major milestones this past month at MCHQ! Please join us in congratulating Steven Sherril on an incredibl...
10/01/2026

We've had some major milestones this past month at MCHQ!

Please join us in congratulating Steven Sherril on an incredible 20 years, and Eveny Adras on finishing out her first year here at headquarters!

Steven Sherrill, Technology - 20 Years
Eveny Adras, Corporate Meetings - 1 Year

We're so glad you're part of the team. Thank you for all you do! 🎉

Address

11440 Jog Road
Palm Beach Gardens, FL
33418

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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