Company intelligence
ACT Advisors, LLC
We enable our clients to pursue their dreams through excellence in investment management + financial planning.
About 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.
Verified activity
Signals from ACT Advisors, LLC
3 published signals
Products & Services
ACT Advisors, LLC featured First Entertainment Credit Union choosing the second path to build CineFi alongside its existing technology.
Reported by Doug English, CFP
Presence & Recognition
ACT Advisors, LLC featured Daniel Arita and Doug English on C.U. On The Show discussing the research, leadership alignment, technology decisions, and partnerships involved in First Entertainment Credit Union's CineFi digital brand.
Reported by ACT Advisors, LLC
Presence & Recognition
ACT Advisors, LLC hosted a G20 Finance Track meeting in Asheville, where reporter Chloe Adams spoke with Ruth Hays.
Reported by ACT Advisors, LLC