Alabama > Mobilke > Acord Financial Services, LLC

Acord Financial Services, LLC

Verified Listing

(251) 725-0584
6001 Grelot Road Suite H
Mobilke, AL 36609
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

We are a Husband,wife team who are competent, service-oriented and experienced professionals dedicated to helping you reach your personal and financial goals with a full range of top-rated products and solutions designed to meet your specific financial planning needs.

We are fully committed to:

  • Listening intently to our prospective and existing clients!
  • Helping clients understand the vast array of options
  • Helping clients achieve their financial goals through careful, thoughtful, and prudent planning
  • Providing highly personalized service with a unique patented approach that keeps things simple
  • Creating and Preserving Wealth
  • Expanding our expertise through continuing education

Advice is based solely on client’s specific situations and goals will include all aspects of a client’s financial situation.


Products And Services

  • Investment Advisory Services
  • Asset Preservation Techniques
  • Estate Conservation
  • CPA Tax Preparation/Planning
  • Maximized College Planning
  • Retirement Income Planning
  • Safe Money Concepts
  • Long Term Care Planning
  • Guaranteed Medicaid Planning Service
  • Insurance Valuation Services
  • Home Equity Conversion Mortgage Planning


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