Dunn Financial Solutions

  • Financial & Investment Services
1018 W. Custer Avenue #3
Helena, MT 59602
(406) 449-2711
  • About

    Dunn Financial Solutions is a full-service financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets. My firm is completely independent, so my loyalty belongs exclusively to my clients -- not to a parent company.

    This independence enables me to establish working relationships with a number of industry leading investment firms, mutual fund companies, third party money managers, and insurance providers whose products I leverage to create customized client portfolios. I recommend only those products and services that can be tailored to suit my clients' unique needs

    Dunn Financial Solutions is committed to taking a consultative and proactive approach in assisting clients meet their personal financial goals. Financial Fitness - just like physical fitness - requires self-discipline and constant attention. My goal is to help my clients maintain the focus and discipline to improve their own financial fitness. This is achieved by helping them develop a clear understanding of their options and the solutions they choose to meet their unique objectives.

  • Whom to Contact

    Facebook Iconfacebook like buttonTwitter Icontwitter follow buttonHelena Hot DealsHelena Hot DealsHelena Hot DealsHelena Hot Deals