Dunleavy Wealth Management
Financial Services
28411 Northwestern Hwy
10 employees
- Employees
- 10
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Dunleavy Wealth Management Overview
- Headquarters
- 28411 Northwestern Hwy
- Website
- dunleavywealth.com
- Industry
- Financial Services
- Employees
- 10
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Dunleavy Wealth Management
MFC Dunleavy Wealth Management offers comprehensive financial planning tailored to meet the needs of families and small business owners. The Vision of MFC Dunleavy Wealth Management is to be the firm of choice for those who desire professional guidance in making the transition from a lifetime of work and commitment to a successful retirement. MFC Dunleavy Wealth Management has built its reputation with clients through its integrated holistic approach to financial planning. These values shape our firm: · To foster a client-centered culture · To act with integrity in all of our recommendations, conversations, and practices · To encourage charitable and community leadership within our staff · To provide ongoing professional education and personal growth training within our offices FINRA: www.finra.org SIPC: www.sipc.org Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch: 248-663-4700. Please see our website for additional disclosures.
Dunleavy Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Dunleavy Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brendan Dunleavy | Executive Director at Dunleavy Wealth | Southfield, Michigan, United States |
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|
| Susan Day | Wealth Management & Realtor | Detroit Metropolitan Area, United States |
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|
| Dawn Jozefowicz | Client Services Relationship Manager @ | Berkley, Michigan, United States |
Email
Phone
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| Doug Dawe, Cfp | Director of Financial Planning | Detroit Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Director
2 profiles
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 1 |
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