Acumen Investment Services, located in Hauppauge, NY, provides investment banking counseling and a range of financial products to private individuals and corporate clients. With a team of 12 associates, the firm assists clients in creating comprehensive investment plans utilizing various financial instruments such as annuities, money markets, CDs, bonds, and mutual funds.
Through its partnership with Paulson Investment Company, Acumen Investment Services caters to a diverse clientele, from small businesses to international corporations, offering asset management, employee benefit packages, and assistance with institutional and corporate trading. Clients can also access online banking options through Acumen's website for added convenience.
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