Investments and Planning

With so many investment options available in the marketplace, preparing for your financial future can be a challenge.  Whether you're dreaming about a large purchase, a down payment on your next home, or retirement living, investments can transform your vision into a reality.  At CUA, our expert Financial Advisors are here to help, regardless of your budget or investment knowledge. 

We offer a range of investment options including self-directed investments, mutual funds, and wealth management services.  Our planning, investment and tax preparation services give you the power to choose the products that best meet your needs.  We'll walk you through a savings strategy that suits your income and retirement goals.  To take the next step, please contact us at 902-492-6500 to book an appointment.

Learn more about how CUA can help you with: 

Investing

No matter what your investment goals are, CUA has a solution to meet your needs.

Insurance

Insurance needs change over time. Make sure your coverage fits your life.

Wealth Management Services

CUA offers a comprehensive and holistic approach to Wealth Management Services.

Concentra Trust Executor Ease

Losing a loved one hurts but settling their estate doesn't have to.
 

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