Dunnigan Financial Group

Dunnigan Financial Group

Our financial planning firm focuses on comprehensive services: investment, tax, budget, debt, retirement, and insurance planning. Rooted in data-driven "common sense" investment philosophy, we aim to build lasting relationships, enhancing all financial aspects of our clients' lives. As a family-owned firm with 40+ years of experience, we prioritize getting to know our clients through a detailed onboarding process, from initial meet-and-greets to in-depth discussions about financial goals and history. This personalized approach ensures tailored financial plans that align with individual life stories and objectives, making our service truly unique.