Dunlap & Associates Wealth Management
Company

Dunlap & Associates Wealth Management

Financial Services 1401 Georgian Park 7 employees
Employees
7
Contacts
2
Emails
2
Phones
1

Dunlap & Associates Wealth Management Overview

Headquarters
1401 Georgian Park
Industry
Financial Services
Employees
7
Founded
1999
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Dunlap & Associates Wealth Management

As you prepare for and then enter retirement, you likely have at least one of three questions: 1.) Do I have enough money saved to enjoy my retirement? 2.) Will my money last as long as I need it to? 3.) How will I take care of those “unexpected” expenses? We’ve been helping people confidently answer these questions for over 35 years. At Dunlap & Associates, we develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Dunlap & Associates Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Dunlap & Associates Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Renee Serenci, Cfp® Certified Financial Planner®
View
Bryan Johnson Financial Advisor at Dunlap & Associates
Email
Jennifer Kross COO - Client Community Builder - Master
View
Ray Dunlap, Cfp®, Aif® Multi-year Atlanta Magazine "Five-star
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

Compare Similar Companies to Dunlap & Associates Wealth Management