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Our Services

Investment Center Advisor Group is dedicated to helping people make the best decisions they can with their money. Kevin Dunnigan has been in the finance industry since 1986 when he helped found a firm in Bismarck, North Dakota, as a young new CERTIFIED FINANCIAL PLANNER™ Professional.

When he moved to Kalispell, Montana, in 1989 to open a firm there, he hired Natalie Shamley, who would end up moving with him to Loveland, Colorado in 2000 where together they’ve built a successful financial firm, assisting thousands of clients over multiple decades to discover and aim for their unique and personal goals on their journey to retirement.

We believe that the key to a successful financial future is to acknowledge what you have going on in your life, what your goals are, and understanding that your special situation doesn’t fit into a cookie cutter. Each client has a unique life and Kevin will get to know who you are in the process of figuring out the best approach to your portfolio.

Our website is here to provide resources, financial articles, calculators and local news to help you along in the process of shaping your future. Our mission is to be the premier, trusted financial planning organization in Northern Colorado, providing a comprehensive approach in helping people and organizations during all life stages make intelligent decisions about their finances.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Strategies

401(k) Planning

403(b) Planning

College Plans

Estate Strategies

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Appointments are FREE and the coffee is on us!

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