Your Financial Partners

Our experienced team is here to offer you ongoing guidance. 

Understanding Today’s Financial Environment

When it comes to investing you have many options to choose from.   At ACU Financial Services we will take the time to find out your personal goals and help create solutions to get you there. Whether preparing for retirement, college savings, or estate planning, our experienced team at ACU Financial Services will work with you to match you with the right products and services to meet your goal.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Products and Services

Cash Management

  • Checking
  • Automatic Deposit
  • Systematic Withdrawals

Investment Vehicles

  • Stocks, bonds, mutual funds, exchange-traded funds, CD’s, fixed annuities, variable annuities
  • Alternative Investments (limited to qualified investors): Managed futures, real estate investment trusts (REITs)

Insurance

  • Life
  • Long-Term Care
  • Disability

Non-Qualified Investments

  • Trust, Individual, Joint, Transfer of Death (TOD), and Joint TOD’s

Business Investments

  • Corporation, Sole Proprietor, Partnership, Non Profit 501c, and Limited Liability Plans

Qualified Investments

  • Retirement Plans: IRA’s, Roth’s, SEP’s, SIMPLE’s, 403(b)s, 401(k)s, Profit Sharing, Money Purchase and Defined Benefit Plans

Education Investments

  • 529 Plans, Coverdell Savings Account UTMA’s/UGMA 9
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value including principal • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. Our Financial Services branches are located at 6310 Mt. Tacoma Dr. SW, Lakewood, WA 98499