SERVICES
Dunnigan Financial, Your Personal Financial Advisors in Johnstown
There is no shortage of financial advisors out there, but choosing the one that’s right for you isn’t always easy. You need someone who truly understands your financial situation on a deep level, values your unique financial goals, and provides the right guidance so you can pursue them. At Dunnigan Financial, we make that decision simple. As a family-owned financial advisor serving Johnstown and Northern Colorado for more than 30 years, we are well-equipped to help you and your family navigate life’s key financial moments, no matter what your current situation is. Whether you’re seeking professional guidance on tax planning, saving for your children’s education, or want to create a solid retirement strategy, we provide the personalized support and sound strategies you need.
01.
Our Financial Services in Johnstown
Custom Financial Planning
Investment Management
Insurance Planning
Retirement Planning
Estate Planning Strategies
02.
Why Choose Dunnigan Financial
For over three decades, we’ve proudly provided individuals, families, and businesses with financial planning and guidance in Johnstown and throughout Northern Colorado. We understand that financial planning can be confusing and complicated, which is why we aim to make the process as straightforward and approachable as possible.
When you work with Dunnigan Financial, you gain more than an advisor—you gain a valued partner who will guide you every step of the way, helping you build a confident financial future. Our personalized approach ensures that every strategy we develop aligns with your specific goals and vision. We’re honored to serve the Johnstown community and are committed to helping you pursue your financial aspirations, big or small.
Dunnigan’s Mission
Our Approach
At Dunnigan Financial, we follow a personalized process to ensure we meet all your needs:
Meet & Greet
We start with an introductory meeting to understand how we can best support your financial goals.
15-30 Minutes
Discovery Meeting
We dive deeper into your life goals and financial priorities, ensuring we understand what matters most to you.
60-90 Minutes
Great Gathering of Papers
At this stage, we review select financial documents to gain a complete understanding of your financial situation.
1-2 Weeks
Financial Planning Meeting
Using the insights we’ve gathered, we develop a customized plan designed to align with your goals and circumstances.
60 Minutes
Financial Planning
Johnstown’s Valued Financial Advisors
Ready to explore how Dunnigan Financial can help you pursue your financial goals? Whether you’re preparing for retirement, navigating a life transition, or curious about estate planning strategies, we’re here to provide clarity and guidance. Hiring a financial advisor doesn’t have to be stressful. Let’s start the conversation—schedule a consultation today!