ACU Financial Services
ACU Financial Services, founded in 2001 by Dennis Beaulieu in partnership with America’s Credit Union, is an independently managed financial firm. In partnering with America’s Credit Union, we are able to provide the experience and convenience of conducting all your financial needs in one of the many ACU local locations.
Affiliating with Cetera Advisor Networks, without any proprietary products or sales quotas, provides ACU Financial Services with the independence and freedom to recommend the financial solutions that best suit your needs.
Our focus is on retirement planning, risk management, estate planning and even college planning for your children or grandchildren. We believe each client is unique and has special needs and circumstances that can be addressed successfully in a timely manner and at a reasonable cost.
Locally owned and operated, ACU Financial Services offers the tools and experience you would find at larger investment firms. You have instant access to our national and global resources, and programs to work toward meeting your personal, financial goals. Our team gives investors access to just about any investment, insurance or securities services you have seen advertised.
- Investing for a comfortable retirement.
- Striving to preserve wealth through tax-advantage investments.*
- Education investment accounts designed to invest in the future.
- Buffering your financial exposure to emergencies or unexpected events.
- Life, Disability and Long Term Care Insurance.
*Consult your legal or tax counsel for advice concerning your particular circumstances. Neither Cetera Advisor Networks nor its representatives may give legal or tax advice.