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1018 West Custer Avenue, Suite 3, Helena, MT 59602

(406) 449-2711
Kevin@DunnFinancialSolutions.com

Lifelong Guidance

We’re here for you, offering advice and support throughout life’s milestones.

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Tailored to You

We take a personalized approach to your wealth management needs.

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Dedicated Professionals

Our experienced team shares a passion for helping you pursue your goals.

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Where Do You Want Your Financial Roadmap to Take You?

At Dunn Financial Solutions, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

How Do We Work?

We work with you to create customized strategies that address your personal needs.

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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