Our Firm

Dunn Financial Services is committed to helping you pursue your long-term financial goals. Our experience in insurance, retirement planning, and estate conservation, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?  What should I do about Health Insurance?
  • How much money will I need in order to retire?
  • What are my 401(k) plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance? Additional life insurance?
  • What are my options when I go on Medicare?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services through Voya Financial Partners, as well as life and health insurance from many reputable companies tailored to your individual needs. Dunn Financial Services is committed to your protection and security for the long term.