自 1988 年美國萬利理財國際集團為銀行提供專業理財策劃及財富管理服務，一個全面的私人銀行平台確切地為每一個銀行客戶的需要提供專業及多元化的金融服務，如：
Recognition of Banking Industry
Since 1988 Money Concepts International Inc provides professional financial planning and wealth management support for banks, endorsed and highly recommended by 3 Banking Associations to provide financial services for their members.
For 30 consecutive years, Money Concepts has provided a wide range of innovative business services to the Farm Credit System and other agricultural, cooperative, financial and government clients. FCC Services, Inc. enhance the ability of their clients to effectively and rapidly response to opportunities and the changing marketplace.
In 1998, they endorsed Money Concepts as their exclusive provider of financial planning and wealth management services to Farm Credit Associations and their customers.
NAFCU's membership consists of nearly 800 of the nation's most innovative and dynamic federal credit unions (FCUs) having various and diverse membership bases and operations. NAFCU takes pride in representing many smaller credit unions with relatively limited operations, as well as many of the largest and most sophisticated credit unions in the nation. In fact, 81 of the 100 largest FCUs are NAFCU members. NAFCU represents 61 present of the total FCU assets.
Their objective is connecting credit unions to superior solutions from trusted providers. The NAFCU Services Corp. Preferred Partner Seal, is designated to only suppliers who are truly committed to credit unions, and who have undergone a rigorous evaluation process. Money Concepts was awarded this Seal as we provide Financial Planning and Wealth Management services to their member credit unions.
Founded in 1875, the American Bankers Association represents banks of all sizes and charters and help voice opinions for the nation's $13 trillion banking industry and its 2 million employees.
ABA approves products and services that assist banks with their income, efficiency, operation, and competitiveness. Before any program is awarded the exclusive ABA Seal of Approval, they must pass an extensive due diligence review, including analysis by industry experts and testing and validation by bankers in the field.
When a solution bears the ABA Seal, you can rely on that solution to provide top quality performance and reliable results. Money Concepts was awarded this Seal as their provider of Financial Planning and Wealth Management services to their member banks.
Partnership Recognition of the Banking industry
Since 1988 Money Concepts has been providing professional financial planning and wealth management programs for Banks. We provide a truly holistic Private wealth account that will literally fit the needs of every Customer, namely: