Brockerage & Advisory Services

About Brokerage & Advisory Services

For nearly four decades, we have offered our clients a wide variety of investment solutions. As a full-service independent Broker-Dealer and registered investment advisor, we are not limited to a selection of proprietary products. We continually work with our team and industry partners to provide our clients the highest quality investment advice and products.


We’ll work with you to build a portfolio that takes into account your individual investment goals, risk tolerance, and time horizon. We give you the flexibility to build your portfolio with a broad range of investment choices including bonds, stocks, mutual funds, ETFs, UITs, and insurance products.

Investment Process

Client Goal

Risk Profile

Asset Allocation

Investment Strategy

Regular Review

Ever wonder why some advisors only offer fee-based advisory accounts and others only commission-based brokerage accounts? As a dually registered Broker-Dealer and registered investment advisor, Amuni Financial can help you decide what products make sense for your unique situations. Many times, a professionally managed advisory account can give you the peace of mind you’re looking for knowing that your account is constantly being monitored, evaluated, and rebalanced, if necessary. Other times, buy-and-hold investments can make more sense in a traditional brokerage account and may end up saving you money in fees over the life of your investments.


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