Money Concepts - Sunbury

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Money Concepts - Sunbury Money Concepts Sunbury is a Full Service Financial Planning and Investment Services Firm.

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.

10/19/2026

A 401(k) plan is one of the best ways to save for retirement.

10/14/2026

A quick note for our clients and friends: our email, website, and a few other internal systems are temporarily unavailable while we work through a technical issue. Our team is in the office and working as usual, and your accounts are not affected.

If you need to reach us, you can call or text us at 740-480-8041 or text us at 740-299-1997. We'll keep you updated here once everything is back up.

Thank you for your patience!

Family affair on the course! 🎯 Andy, his stepson, grandson, and nephew took first place at the Sunbury Big Walnut Area C...
10/14/2026

Family affair on the course! 🎯 Andy, his stepson, grandson, and nephew took first place at the Sunbury Big Walnut Area Chamber Sporting Clay Shoot.

Thank you to the Chamber for a great event and for everything you do to bring our community together!

📍 Visit Us: 40 South Vernon Street, Sunbury, OH 43074
📞 Call Today: (740) 480-8041
🌐 Visit Our Website: www.mcsunbury.com
📧 Email Us: [email protected]

10/13/2026

Our email and website is currently down as part of a system wide outage for Money Concepts. If you need to reach us today, please call the office at 740-480-8041. We will respond to emails and any missed items as soon as possible!

10/12/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

Good food, great company, and a team we're proud of. 🐟Every plan we build has real people behind it, and this is them. N...
10/07/2026

Good food, great company, and a team we're proud of. 🐟

Every plan we build has real people behind it, and this is them. Nights like this remind us how much we enjoy working together, and we think our clients can feel that.

Thanks to everyone who made time to join us. Who's picking the spot next time? 👇

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

10/05/2026

Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.

We tend to plan for retirement like it's a finish line or a date on a calendar. But the more useful question might be th...
09/30/2026

We tend to plan for retirement like it's a finish line or a date on a calendar.

But the more useful question might be this: if you knew you had ten really good, healthy years ahead of you, what would you want them to look like, and with whom?

A solid retirement income plan isn't just about making the money last. It's about making sure it's actually available for the years you're most able to use it.

Let's build a plan around the years that matter most, not just the ones furthest out.

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

09/28/2026

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

We know what it's like to disagree about money and still be on the same team, because we've lived it ourselves. That's p...
09/23/2026

We know what it's like to disagree about money and still be on the same team, because we've lived it ourselves. That's part of why couples tend to feel at ease with us.

We're not just applying textbook advice, we're drawing on our own marriage, our own compromises, and our own version of figuring it out together.

When you work with us, you're working with two people who understand partnership from both sides of the table.

📍 40 South Vernon Street, Sunbury, OH 43074
📞 (740) 480-8041
🌐 www.mcsunbury.com
📧 [email protected]

MC Sunbury provides clear, thoughtful financial planning for individuals, couples, and retirees in Sunbury, OH. Focused on clarity, confidence, and long-term guidance.

Address

40 S Vernon Street
Sunbury, OH
43074

Telephone

+17404808041

Website

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