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Financial Advisor

Bill Terry is a Financial Advisor with over 20 years’ experience and the past 6 years he has been with Money Concepts.  Bill is passionate about working with individuals to improve their financial well-being.  He gives advice through simple, understandable concepts. 

Bill is looking forward to working with our members and will be happy to set up a consultation appointment with you for no charge.  He can help with a variety of needs that you may have ranging from introduction to investments, types of accounts that would help you meet your goals to a specific need/life event, for instance retirement, divorce, marriage, inheritance, college planning, etc. 

Money Concepts is an independent broker dealer founded in 1979.  To set up a meeting with Bill you can contact him at 971-204-7163 and let him know you are an IBEW & United Workers credit union member. 

All Securities through Money Concepts Capital Corp., Member FINRA/SIPC and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Money Concepts Capital Corp. 1140 North Jog Road, Palm Beach Gardens, Florida 33418

All Your Lending Needs in One Place

Don’t let finances get in the way of your plans.  Reach your goals with an IBEW & United Workers FCU loan.  We have vehicle loans.  We can finance fun with a RV, Boat, ATV, Snowmobile, Jet-Ski or Motorcycle loan.  Spring is near and it’s time to think about all the around the house projects that you’ve noticed after spending time at home during COVID.  We offer Home Equity loans or you may want to look at refinancing your First Mortgage

A personal loan might be just what you need to consolidate some bills or help with an unexpected expense.  We have affordable options to help you when you need it.  Our VISA Classic or Platinum credit cards are full of lots of perks: No Annual Fee, Fixed Rate and earn Rewards on every dollar you spend. 

The great thing about financing with us is it’s fast and easy.  If you want to refinance a current loan you have at another financial institution look at the rate you are paying.  If we can’t beat it, we will match it.  We will also take time to discuss the best options for you and see if we can save you money.  Apply online today!

Holiday Closures

Memorial Day                   May 31
Independence Day            July 5 (Observed)
Labor Day                        September 6

For all the Credit Union Holidays


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Published by IBEW And United Workers Federal Credit Union
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Disclaimer - All content contained in this newsletter is for informational purposes only and should not be relied upon to make any financial, accounting, tax, legal or other related decisions. Each person must consider his or her objectives, risk tolerances and level of comfort when making financial decisions and should consult a competent professional advisor prior to making any such decisions. Any opinions expressed through the content in this newsletter are the opinions of the particular author only.  

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