Dunlap & Associates Wealth Management

www.raydunlap.com

As you prepare for and then enter retirement, you likely have at least one of three questions: 1.) Do I have enough money saved to enjoy my retirement? 2.) Will my money last as long as I need it to? 3.) How will I take care of those “unexpected” expenses? We’ve been helping people confidently answer these questions for over 35 years. At Dunlap & Associates, we develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, MD, MI, MO, NC, PA, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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As you prepare for and then enter retirement, you likely have at least one of three questions: 1.) Do I have enough money saved to enjoy my retirement? 2.) Will my money last as long as I need it to? 3.) How will I take care of those “unexpected” expenses? We’ve been helping people confidently answer these questions for over 35 years. At Dunlap & Associates, we develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, FL, GA, MD, MI, MO, NC, PA, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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Country

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State

Georgia

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City (Headquarters)

Peachtree City

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Employees

1-10

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Founded

1999

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Multi - Year Atlanta Magazine "Five - Star Wealth Manager" | President

    Email ****** @****.com
    Phone (***) ****-****

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