Hometown Service You Can Trust - Serving the Northwoods Since 1974



Welcome to Dunn Financial Services LLC where you'll find a wealth of helpful information, newsletter articles, calculators, and research reports to assist with your health insurance and retirement planning needs.

We'd like to make you aware of the many opportunities available to you in taking a proactive approach to your personal financial situation with the assistance of the friendly Dunn Financial Services team.

While visiting our website we hope to increase your understanding of each of the following concepts: 

  • Insurance and its connection to your family finances;
  • Investments;
  • Retirement and estate planning and
  • Wealth preservation strategies.

Most importantly, we hope to help you recognize the value in working with local, skilled professionals to pursue your financial goals. Dunn Financial Services is here to help inform you about the basic concepts of financial planning, to give you fast, easy access to market performance and data and to provide local support to advance your personal financial objectives.

We are optimistic you'll find this resource helpful and visit often. Please be sure to add our site to your list of "favorites" in your Internet browser. Information is frequently updated and we would like to help you remain current with developments in personal finance and insurance.

If you have any questions or would like to schedule a convenient, no-cost, no obligation consultation to discuss your specific questions, please contact me via e-mail or telephone.  My contact information is below.    Thank you!