VerifiedFinancial Services· Founded 2006

Act Advisors, Llc

We Specialize In Credit Union Executives. ACT Advisors has over 20 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457(b) and collateral assignment split dollar. We Offer Fee-Only Financial Planning. ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

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Asheville, United States7(1 to 10)<$1M2006act-advisors.com LinkedIn

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5

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1.8K

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Top roles at Act Advisors, Llc

5 distinct titles indexed · top 5 shown.

2act advisors, llc
2financial advisor
1associate wealth advisor
1cfp, investment advisor representative
1senior credit union executive consultant

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