Brokerage & 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.

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, buy-and-hold investments can make more sense in a traditional brokerage account and may end up saving you thousands of dollars in fees over the life of your investments. Other 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.

Monday – Friday

Toll Free number

Email Address

Investment Process

Client Goals
Risk Profile
Asset Allocation
Investment Strategy
Regular Review
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