YOUR RETIREMENT PLANNING TEAM SINCE 1984.
Ranked #1 for Financial & Investment Services*
Our Passion is Helping Our Clients
"I couldn't be happier with what our future holds."
"We are going to have a good retirement because our money has been managed really, really well." —Darryl & Judy G.
"He genuinely cares about us."
"We went through 6 advisors until we found Kevin."
-Jim & Mary M.
"They just held my hand."
"I don't ever have to worry about money because they have my back."
—Libby M.
KEVIN DUNNIGAN, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
"Knowledge and experience go a long way when you are stewarding people's hard-earned money."
HAYDEN LOWRY
LPL FINANCIAL ADVISOR | INVESTMENT MANAGER
"The best joys of life hinge on how our money is managed. We get it. And so you’ll never be just numbers on a page to us."
We Go the Extra Mile
With over 100 years of combined financial experience, we are here for you.
We will always take a personalized approach. Our first priority is taking time to fully understand your financial situation, your concerns, and your goals. We’ll never treat you like a commodity — but instead like a friend or family member.
Bull and Bear Go To Market
Preparation is the Key to Retirement
*2023 Reporter Herald Readers Choice Award won based on public poll votes.