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
- Website
- www.raydunlap.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Renee Serenci, Cfp® | Certified Financial Planner® | Peachtree City, Georgia, United States |
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|
| Bryan Johnson | Financial Advisor at Dunlap & Associates | Atlanta Metropolitan Area, United States |
Email
|
| Jennifer Kross | COO - Client Community Builder - Master | Decatur, Georgia, United States |
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|
| Ray Dunlap, Cfp®, Aif® | Multi-year Atlanta Magazine "Five-star | Peachtree City, Georgia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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