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Understanding Today's Financial Environment

 

When it comes to investing you have many options to choose from.   At ACU Financial Services we will take the time to find out your personal goals and help create solutions to get you there. Whether preparing for retirement, college savings, or estate planning, our experienced team at ACU Financial Services will work with you to match you with the right products and services to meet your goal. 

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

 

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Investment

Investing wisely doesn’t have to be complicated. We can work with you to create strategies that help you avoid common pitfalls and make smart investments.

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Retirement

Do you know where your retirement money will come from? The ACU Financial Services team will help you figure out how much you’ll need to save and a plan to get you there.

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Estate

We will work with you to build an estate plan that minimizes your estate tax liabilities, spells out your healthcare wishes, and ensures that your assets are distributed equitably to your loved ones.

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Insurance

Insurance can help protect you and your family from the financial consequences of unexpected events. We work with several insurance companies and match you with the right program to cover you.

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