Broker Check

Investments & Services

Avacar Financial offers a wide variety of services to meet the financial objectives of individuals. We work closely with each client to determine their specific needs. A clear, concise, and flexible plan is created.  We help you put that plan into action, and we regularly review your situation for any necessary adjustments that might need to made to the plan. It is an ongoing process, and we are with you every step of the way.

How confident are you in your existing plan? Would you like to find out if there is any room for improvement? Call Avacar Financial today and solidify your plans for today and tomorrow.

Cash Management Services

  • Checking Accounts
  • Money Market Funds
  • Certificates of Deposit 

Equity Investments *

  • Stocks
  • Real Estate Investment Trusts
  • Tax Advantaged Programs
  • Hedged Equity Strategies

Fixed Income Investments

  • Zero Coupon Bonds
  • Government Agency and Treasury Bonds
  • Convertible Bonds
  • Mortgage-Backed Securities
  • Unit Investment Trusts

Insurance Services

  • Income Replacement
  • Wealth Replacement
  • Legacy Acceleration
  • Long-Term Care Expense Protection
  • Variable Universal or Term Life
  • Fixed or Index-Based Annuities
  • Variable Annuity with Living Benefits

Investment Advisory *

  • Traditional Asset Allocation
  • Fee Based Accounts
  • Third Party Managers
  • Institutional Accounts
  • Strategic or Tactical Asset Allocation