Dunlap & Associates Wealth Management

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1401 Georgian Park Ste 210, Peachtree Ci...

Phone Number

(770) 632-2674

Revenue

$9.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dunlap & Associates Wealth Management

Dunlap & Associates Wealth Management is a financial advisory firm based in Peachtree City, GA, specializing in retirement planning and wealth management. With over 35 years of experience, they aim to help clients develop tax-efficient income strategies for a worry-free retirement. The firm offers a comprehensive range of investment and financial services, focusing on building long-lasting relationships through education and guidance. Their mission is to ensure clients feel confident about their financial future and avoid the fear of running out of money in retirement.Explore more
Dunlap & Associates Wealth Management's Social MediaPopular SearchesDunlap & Associates Wealth ManagementDunlap & AssociatesDunlap Wealth Strategies GroupDunlap Wealth ManagementDunlap Wealth StrategiesSIC Code 62,628NAICS Code 52,523Show more

Dunlap & Associates Wealth Management Org Chart

PhoneEmail
RD
United States flag for contact location.

President, CFP, AIF

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dunlap & Associates Wealt...

$9.3M
11-50
Private
-
1999
RD
Ray DunlapPresident, CFP, AIF
<$5M
11-50
Private
-
-
BM
Brian McGuinessSenior Financial Consultant
<$5M
11-50
Private
-
2015
LK
Linda KubitDirector of Insurance and Long Term Care Insurance Advisor
<$5M
1-10
Private
-
1989
JB
Julie BrimWealth Management Associate
<$5M
1-10
Private
-
2008
KJ
Kurt JacksonFinancial Professional
<$5M
1-10
Private
-
2000
KD
Karen DohertyDirector, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dunlap & Associates Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dunlap & Associates Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dunlap & Associates Wealth Management.

Dunlap & Associates Wealth Management Tech Stack

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Dunlap & Associates Wealth Management News & Media

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Frequently Asked Questions Regarding Dunlap & Associates Wealth Management

What is Dunlap & Associates Wealth Management's official website?
Dunlap & Associates Wealth Management's official website is www.raydunlap.com
What is Dunlap & Associates Wealth Management's Revenue?
Dunlap & Associates Wealth Management's revenue is $9.3 Million
What is Dunlap & Associates Wealth Management's SIC code?
Dunlap & Associates Wealth Management's SIC: 62,628
What is Dunlap & Associates Wealth Management's NAICS code?
Dunlap & Associates Wealth Management's NAICS: 52,523
How many employees does Dunlap & Associates Wealth Management have?
Dunlap & Associates Wealth Management has 11-50 employees
What industry does Dunlap & Associates Wealth Management belong to?
Dunlap & Associates Wealth Management is in the industry of: Finance, Securities Trading
What is Dunlap & Associates Wealth Management competition?
Dunlap & Associates Wealth Management top competitors include: Central Coast Wealth Management, King Financial Network, Spiegelman Wealth Management, Retirement & Benefit Partners
What technology does Dunlap & Associates Wealth Management use?
Some of the popular technologies that Dunlap & Associates Wealth Management uses are: DocuSign, Starfield Technologies, Amazon Web Hosting, GoDaddy Web Hosting
How do I contact Dunlap & Associates Wealth Management?
Dunlap & Associates Wealth Management contact info: Phone number: (770) 632-2674 Website: www.raydunlap.com
What does Dunlap & Associates Wealth Management do?

Dunlap & Associates Wealth Management is a financial advisory firm based in Peachtree City, GA, specializing in retirement planning and wealth management. With over 35 years of experience, they aim to help clients develop tax-efficient income strategies for a worry-free retirement. The firm offers a comprehensive range of investment and financial s... ervices, focusing on building long-lasting relationships through education and guidance. Their mission is to ensure clients feel confident about their financial future and avoid the fear of running out of money in retirement.Read More

What are Dunlap & Associates Wealth Management social media links?
Dunlap & Associates Wealth Management Linkedin page Dunlap & Associates Wealth Management Twitter page Dunlap & Associates Wealth Management Facebook page
Is Dunlap & Associates Wealth Management a public company?
Dunlap & Associates Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Dunlap & Associates Wealth Management

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