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.

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