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For Individuals

Meeting

Many Options. Personalized Solutions.

Because Acorn Financial Services leverages the products and services of a variety of leading financial organizations, we can provide our clients with quality services, highly rated products, and comprehensive solutions. While our goal is to create long-term relationships with our clients, we understand the importance of addressing immediate and short-term needs in addition to long-term goals.

We offer products and services for individuals and families involving:

  • ​Family Protection

  • Education Funding

  • Financial Planning

  • Retirement Planning

  • Estate Conservation

  • Long-Term Care Planning

  • Investments

  • Disability Income Protection

  • Wealth Transfer

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Our products include:

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  • Life insurance

  • Investments

  • Annuities

  • Long-Term Care Insurance

  • Disability Income Insurance

  • Qualified and Non-Qualified Retirement Plans

  • Key Person Insurance

  • Group Health Insurance

Financial Report

290 West Mount Pleasant Avenue, Suite 2300
Livingston NJ 07039

Phone: (973) 994-0100

Fax: (973) 994-2986

Osaic CRS Form

Disclosure

FINRA Broker Check 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA & SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Licensed to sell Insurance Products and Securities in the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI, WY.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

© 2026 by Acorn Financial Services. 

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