Plan Ahead, Stay Ahead

Amuni Financial

Managing your family’s wealth means more to us than simply allocating your assets

Legacy Planning

Brokerage & Advisory Services

Retirement Accounts

College Savings Accounts

Insurance Services

Account Protection

Customer Relationship Summary

Fixed Income Current Offerings

In this section, you can find our current Corporate and Municipal Bond offerings. The content is updated weekly, so be sure check this page frequently for new opportunities.

Meet Our Team

The door to our office is always open, and we encourage our clients to meet not only with their financial advisor, but also with the entire team working toward their financial success.

Events & Seminars

Learn about our services and gain market insights directly from our experts. Join us to enhance your investment knowledge and connect with our team.

About Us

In 1980, Amuni Financial was founded as a firm built on handshakes and personal relationships. We have grown by remaining committed to serving our clients in an honorable and conservative manner while holding ourselves to the highest of standards.

 

When partnering with us, you are partnering with a devoted team of investment professionals who work together in providing consistent and thoughtful investment advice. Our goal is to maximize returns, minimize risk, and ensure the long-term financial wellness of our clients by taking a balanced, team-based approach to investment planning.  In doing so, we hope that each and every client of Amuni Financial is able to create and build upon their own legacy.

Honesty and integrity are intertwined and undeniably critical to our firm and our culture. Oursuccess and our value to our clients hinges on the complete adoption of these values.

We believe in a culture of mutual respect-for one another and for our clients. Respect creates a collaborative environment where open communication channels are created and where all points of view are considered.

For over 40 years we have remained patient, focused and reliable in an industry fraught with change. We will remain conservative and calculated in order to continue providing unequivocal value to our clients.

We will always innovate. By embracing change and disruption, we will constantly strive for a better way to provide investment advice and services to our clients.

Our People

Amuni Blog

Market News & Outlook

In this section we compile news articles, opinions and market outlook from different sources.

Questions ? Contact Us

Toll Free : (800) 868 - 6864

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