Acorn's Services and Products
Many Options. Choice Solutions.
Because Acorn Financial Services leverages the services and products of select group of leading financial institutions, we can provide our clients with unparalleled services, the best in products, and comprehensive and integrated solutions. While our goal is to create long-term relationships with our clients, we understand the importance of addressing immediate and short-term needs in addition to long-term goals.
We offer the following services and products for:
Individuals and Families
- Education Funding
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Retirement Planning
- Estate Planning
- Long-term Care Insurance
- Investment Analysis and Strategies
Our products include:
Life Insurance
- Term
- Whole
- Universal
- Variable
Annuities
Long-Term Care Insurance - Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
Investments - Professional Money Management
- Mutual Funds
- Separate Managed Accounts
Qualified Retirement and Pension Plans - 401(k), IRAs, SEPs
Key Person Insurance
Group Medical Insurance
Disability
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