Edward Jones - Financial Advisor: Bart Dalton

ACU Financial Services, founded in 2001 by Dennis Beaulieu in partnership with America’s Credit Union, is an independently managed financial firm. In partnering with America’s Credit Union, we are able to provide the experience and convenience of conducting all your financial needs in one of the many ACU local locations. Affiliating with Cetera Advisor Networks, without any proprietary products or sales quotas, provides ACU Financial Services with the independence and freedom to recommend the financial solutions that best suit your needs. Our focus is on retirement planning, risk management, estate planning and even college planning for your children or grandchildren.

F. James Weinand Associates CPAs is a prominent certified public accounting firm located in Lakewood, WA, known for its commitment to high standards and personalized client service. With a dedicated team of seasoned tax professionals, the firm ensures that every client receives thorough analysis and attention tailored to their specific needs. The firm emphasizes the importance of health and safety by implementing various measures to minimize exposure to COVID-19 while maintaining their high level of service and responsiveness. Their approach combines expertise and teamwork, fostering lasting relationships with clients who return year after year for their financial and tax-related needs. Generated from the website