Why Amuni Financial

Our Goal

We want to be the most admired independent financial services firm sought after for superior advice, knowledge, performance, and relationships.

Our Process

At Amuni Financial, we empower our employees to deliver the highest caliber advice, service, and value in the financial services industry by fostering a company culture that allows employees to collaborate, innovate, and perform at the highest level.

Our Story


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.

Today, Amuni Financial is a full-service financial services company with a diverse group of dedicated professionals.  We have been lucky enough to serve multiple generations of client families that we now consider friends. We are proud of our past and excited about our future. In the face of a dynamic and ever-changing marketplace, we will continue to innovate, expand, and push ourselves to deliver the most value to our clients. We will remain a reliable partner in a financial landscape that continues to evolve.

Our Community Matters

At its heart, our business is helping people and institutions achieve financial security, which in turn builds strong, vibrant communities that benefit us all. We believe in the importance of volunteering our time and sharing our resources, and do so as often as we can, individually and as a team.

These are just a few of the organizations Amuni Financial and our employees support in our Communities:

Our People

Leadership Team

Financial Consultants

Trading & Underwriting

Operations & Support

GET IN TOUCH

Questions ? Let’s talk.

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