Dunn Financial Services

Finance · 1-10 Employees

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Overview

Phone Number

(914) 909-1512

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dunn Financial Services

Dunn Financial Services is an independent firm specializing in retirement and estate planning, insurance, employee benefits planning, and asset management. They prioritize effective planning strategies and provide personalized service to help clients achieve their long-term financial goals. As a member of the Fusion Advisor Network, they leverage the expertise and resources of a major firm while maintaining a client-first approach. Their services are designed for individuals seeking independent and objective financial advice.Explore more
Dunn Financial Services's Social MediaPopular SearchesDunn Financial ServicesDunn FinancialDunn Financial And Development Group IncDunn Financial Group LLCDunn Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Dunn Financial Services Org Chart

PhoneEmail
JS

Senior Account Executive

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dunn Financial Services

<$5M
1-10
Private
-
2000
JS
Joseph StorySenior Account Executive
$6.3M
1-10
Private
-
2014
AB
Alan BergerSenior Partner & Investment Advisor & Representative
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
11-50
Private
-
1971
AH
Asad HaiderBranch Manager At Jubilee Family Takaful
<$5M
11-50
Private
-
2009
LB
Lauren BeetleClient Relationship Manager
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dunn Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dunn Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dunn Financial Services.

Dunn Financial Services Tech Stack

A closer look at the technologies used by Dunn Financial Services

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Frequently Asked Questions Regarding Dunn Financial Services

What is Dunn Financial Services's official website?
Dunn Financial Services's official website is www.dunnfinancial.net
What is Dunn Financial Services's Revenue?
Dunn Financial Services's revenue is <$5 Million
What is Dunn Financial Services's SIC code?
Dunn Financial Services's SIC: 62,628
What is Dunn Financial Services's NAICS code?
Dunn Financial Services's NAICS: 52,523
How many employees does Dunn Financial Services have?
Dunn Financial Services has 1-10 employees
What industry does Dunn Financial Services belong to?
Dunn Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Dunn Financial Services competition?
Dunn Financial Services top competitors include: Wienken Wealth Management, Ivory Wealth Management, Foresight Financial Partners, Weinberg Financial Advisory
What technology does Dunn Financial Services use?
Some of the popular technologies that Dunn Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Dunn Financial Services?
Dunn Financial Services contact info: Phone number: (914) 909-1512 Website: www.dunnfinancial.net
What does Dunn Financial Services do?

Dunn Financial Services is an independent firm specializing in retirement and estate planning, insurance, employee benefits planning, and asset management. They prioritize effective planning strategies and provide personalized service to help clients achieve their long-term financial goals. As a member of the Fusion Advisor Network, they leverage t... he expertise and resources of a major firm while maintaining a client-first approach. Their services are designed for individuals seeking independent and objective financial advice.Read More

What are Dunn Financial Services social media links?
Dunn Financial Services Linkedin page Dunn Financial Services Twitter page
Is Dunn Financial Services a public company?
Dunn Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Dunn Financial Services

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