Products and Services

Acacia Financial Advisors provides the following:

Investments:

 

  • Brokerage Account: Stocks, Bonds, Mutual Funds and Government Securities
  • Managed Account Programs  
  • Annuities
  • Alternative Investments: REIT, Equipment Leasing, Oil and Gas Energy, Unit Investment Trusts, Note Programs, Structured Products, and Tax Credit Programs  

Financial Planning:

  • Retirement Planning: Traditional IRA, Roth IRA, SEP-IRA, 401(K), Cash Balance Plan, and Profit Sharing Plan
  • Estate Planning and Trust Services
  • College Planning

Insurance:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group and Individual Health Insurance

We offer both fee and non-fee based financial planning along with access to over 100 investment and insurance companies and numerous fee-based money management firms.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck