Dunn in Bellevue, WA is a financial advisory firm led by Russell Dunn, a Certified Retirement Planning Counselor (CRPC) with a strong background in asset management and estate planning. The team offers a range of services, including wealth transfers, retirement planning, and investment strategies tailored to the needs of individuals and small business owners.
With a focus on comprehensive financial planning, Dunn's team holds various certifications such as Accredited Wealth Management Advisor (AWMA) and Certified Estate Planner (CEP), ensuring clients receive expert advice on complex financial matters. Their dedication to ethical practices and ongoing education underscores their commitment to providing high-quality financial guidance to help clients achieve their long-term goals.
Generated from the website