SERVICES
Dunnigan Financial, Your Personal Financial Advisors in Windsor
When it comes to your financial goals and interests, it can be hard to find the right balance between someone who can help you make the right decisions and someone who genuinely cares about the decisions you make. As a family-owned firm with over 30 years of financial experience, our team is committed to helping you plan for the big things, the right way. Whether that is saving for retirement or you are looking for assistance on tax planning, we are here to help. At Dunnigan Financial we believe in building relationships, not just crunching numbers. Our commitment to your success is unwavering, and we are not only dedicated in helping you succeed, but arming you with the right education so you can continue to make the smartest financial decisions possible in the future.
01.
Our Financial Services in Windsor
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
Our team of financial planners has assisted countless businesses and families in pursuing their personal and financial goals. We guide you through each step, as our objective is for you to feel confident in your decisions. When you work with us, you become part of our family, and we provide you with robust personalized advice. Our goal is to be your trusted financial consultants in Windsor and to help you achieve your goals, no matter how big or small.
Dunnigan’s Mission
Our Approach
When you choose to work with our team of financial advisors in Windsor, we go through a specific process to determine whether or not we understand your needs. No person or situation is the same, our process is not a “one-size” fits all. We take the time to understand what exactly you are looking for and work with you to create a financial plan that suits you. No matter your financial need, our goal is to be your trusted partner in creating a tailored plan that allows you to pursue your goals.
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
Windsor’s Choice for Financial Investment Advisors
Interested in working with us, but not sure if we are the right fit for you? Give us a call for a consultation. We know deciding to work with a financial advisor is a big decision and we want you to feel comfortable in making that decision. Whether you are looking to retire soon, are a business owner looking to get the most out of your business, or you’ve recently experienced a major life event, we are here to help you through the process. Don’t let the thought of managing your finances overwhelm you, building your trust is important to us.