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Home > Financial Planner Directory > North Carolina > Huntersville > Dolf W. Dunn, III, CFP®,CPA,CPWA,AEP
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Dolf W. Dunn, III, CFP®,CPA,CPWA,AEP

Dolf Dunn Wealth Management, LLC

11330 Vanstory Drive
Suite 101
Huntersville, NC 28078
Phone: (704) 897-0482
Fax: (704) 897-0483

Toll-free: (866) 780-1647

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Household Income Minimum: $200,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.