Acacia Financial Advisors LLC provides the following:
- Brokerage Account: Stocks, Bonds, Mutual Funds and Government Securities
- Managed Account Programs
- 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, Simple IRA, 401(K), Cash Balance Plan, and Profit Sharing Plan
- Estate Planning and Trust Services
- College Planning
- 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.
3204 Tower Oaks Blvd.
Rockville, MD 20852-4277
Insurance and Financial Services E-mail: firstname.lastname@example.org