SERVICES
Dunnigan Financial, Your Personal Financial Advisors in Greeley
Finding the right financial advisor can be a daunting task, especially when you are looking for someone who is really going to take your goals seriously and keep your best interests in mind. When you work with Dunnigan Financial, you don’t have to worry about that. As a family-owned firm with three decades of financial experience, our team is dedicated to helping you and your family plan for big events correctly, all while keeping your goals at the forefront of our services. Whether you need more hands-on assistance with tax preparation or you want to jump-start your retirement savings, we are here with the help and consultation you need. We are dedicated to helping you find financial independence and providing you with robust educational resources so you can continue making smart financial decisions throughout your life.
01.
Our Financial Services in Greeley
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
Over the last three decades, we have helped many businesses and families pursue their personal and financial goals. We understand the overwhelm that can come with figuring out how to handle financial planning, and we are here to relieve our clients’ stress. When you work with us, we guide you through every step of the process, with the goal that you feel assured in decisions regarding your financial future. We take care of you like our own, and only provide you with comprehensive advice personalized to you and your goals. It is a great honor to serve as your financial planning consultants in Greeley, and we eagerly await all the opportunities to help you pursue your goals, no matter their size.
Dunnigan’s Mission
Our Approach
When you opt to work with our financial advisors in Greeley, we take you through a very specific process with the objective that we are taking all of your needs into consideration. We understand that everyone has different financial needs, so our plans are designed specifically for you. During our introductory sessions, we take the time to learn everything we can about you and how we can create a plan that not only meets your goals but exceeds your expectations.
Meet & Greet
Our initial meeting is designed to understand how we can best serve your needs.
15-30 Minutes
Discovery Meeting
We have an in-depth conversation about your life and your philosophy about money; this is when we get to know you.
60-90 Minutes
Great Gathering of Papers
We will ask to see all financial documents related to your life. This lets us review and understand your unique financial situation.
1-2 Weeks
Financial Planning Meeting
Once we review your financial details, we will incorporate them into your personal story and create a plan centered around you and your unique circumstances.
60 Minutes
Financial Planning
Greeley’s Financial Investment Advisors
If you want to learn more about how Dunnigan Financial can aid in your financial planning journey, we highly recommend contacting us and scheduling a consultation. Making the decision to hire a financial advisor can be a big decision, but it doesn’t have to be an overwhelming one. Whether you recently experienced a significant life event, you are looking to retire, or you want to learn more about estate planning strategies and what may be suitable options for you and your family, we are here to guide you through the process.