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Overview

We are dedicated to providing all the products and services you need to manage your money effectively. Through a partnership with Money Concepts, our customers, as well as the general public, have access to a full range of brokerage services.   If you are looking for potentially higher investment returns, you need to speak to a Money Concepts Investment Consultant.  We can help you to design an investment plan to suit your own personal goals.



The Power of Independence
Our financial planners offer completely independent financial advice to clients. Therefore, the securities and investments recommended by our advisors and entirely objective and unbiased.

What this means for you…
  • Access to over 10,000 products from the leading financial services companies. We do not have or sell proprietary products.
  • Personalized services from an independent financial planner you know and trust.
  • Asset allocation that may reduce market risk while increasing your overall return.
  • A team of individuals dedicated to fulfilling your financial needs.


Here are just a few of the investment products that are available:

 

  • Wealth Management
  • Annuity
  • Bond
  • Mutual Fund
  • Stock
  • Individual Retirement Account
  • Roth IRA
  • 529 Plan
  • Life Insurance
  • Long Term Care Insurance

Money Concepts Investment Brokers can be seen at locations throughout Shelby, Jefferson, Spencer, Bullitt, Hardin, Larue and Logan counties.

Visit one of our Advisers Close to you...
Your Future May Depend On It!
           
For more information please click on the names below:
         
            Nikolas Kane (Click Here)
            Main Office Branch
            1854 Midland Trail
            Shelbyville, KY 40065
            (502) 647-7407


           
Jeffrey Phalen (Click Here)
            Main Office Branch
            1854 Midland Trail
            Shelbyville, KY 40065
            (502) 647-7433

            Jessica Meadows, Administrative Assistant – 
            Call to schedule an appointment today!

            Main Office Branch
            1854 Midland Trail
            Shelbyville, KY 40065
            (502) 647-7408

 
 
 
Investments Are Not FDIC Insured
May Lose Value
No Bank or Credit Union Guarantee
 
 
 
 
Independent Contractor of Money Concepts International, Inc.
All securities through Money Concepts Capital Crop. Member FINRA/SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418 Tel: 561.472.2000

 

Questions? Comments? Contact us today!
Toll Free at 1-866-633-4450

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