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904 Delaware Avenue, West St Paul, MN 55118

612-436-3770
rdunn@dunncreekadvisors.com
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YOUR ST. PAUL FIDUCIARY FINANCIAL PLANNER

YOUR ST. PAUL FIDUCIARY FINANCIAL PLANNER

YOUR ST. PAUL FIDUCIARY FINANCIAL PLANNER

YOUR ST. PAUL FIDUCIARY FINANCIAL PLANNER

YOUR ST. PAUL FIDUCIARY FINANCIAL PLANNER


PROVIDING ST. PAUL, MINNESOTA, AND SURROUDING AREAS WITH TRUSTED & RELIABLE
FIDUCIARY FINANCIAL SERVICES




Schedule An Appointment Today

Dunncreek Advisors is a fee-first, fiduciary, financial advisory firm founded
and owned by me, Richard Dunn.

What is different about my firm is that I am a fee-first, fiduciary, financial
advisory firm.  What this means for you is that I am able to provide you with
financial advice free from conflicts of interest. There are NO sales quotas or
marketing incentives to muddy the water. As a financial advisory fiduciary, I am
obliged to keep my clients’ interests first at all times.

I also provide all the services you would expect from a financial advisor but I
do it in an advice-driven capacity. I provide assistance with cash management,
risk management and insurance, savings and investments, retirement planning, tax
management, and estate planning.

Sometimes financial planning can feel overwhelming. I enjoy helping my clients
tackle their financial challenges and walking them through creating a plan that
will work for them to achieve their individual financial goals. Not one size
fits all solutions. I enjoy figuring out what approach will work best for you
and your individual situation. Then I help ensure you get your plan implemented
in a way that keeps you progressing toward your financial goals as well.

I’ve been in this business since 2002 and I have worked hard to build my
practice so that I get to know my clients on a personal basis and help them each
reach their goals – all while being fairly compensated without the
‘commission-based’ financial conflicts of interests you see so often in this
industry.

I love what I do and the clients I work with. Please give me a call and schedule
a time to talk!


YOUR ADVOCATE FOR FINANCIAL SUCCESS

As a seasoned financial professional with a proven track record of success, I am
here to be your ally on the path to financial prosperity. I take my fiduciary
responsibility to you seriously, which means I always put your interests first.

My expertise lies in guiding clients through the often-challenging transition
from working life to retirement living. You can trust me to provide personalized
advice that is tailored to your unique needs and goals. I never push products on
my clients - my advice is always driven by what's best for you.

With my help, you can feel confident that you're making smart financial
decisions that will support your long-term goals. Together, we'll work towards
securing a financially stable and fulfilling retirement that you can enjoy with
peace of mind.


"AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST."
- BENJAMIN FRANKLIN


RICH'S APPROACH

With a sharp focus on his clients' goals and priorities, Rich leverages his
extensive expertise to implement tried-and-true strategies that ensure the safe
and successful attainment of your financial objectives.


Learn more


ABOUT RICH

With two decades of experience, Rich is a dedicated financial professional who's
passionate about helping clients achieve their goals. He takes pride in serving
his clients and is committed to providing top-quality service.


Learn more


CONNECT WITH RICH

Rich is always willing to lend an ear to those with questions or concerns. He
takes pride in providing personalized guidance to anyone seeking to improve
their financial well-being.
 

Let's Connect


HELPING YOU ACHIEVE FINANCIAL SUCCESS

Rich draws upon his vast experience to provide innovative solutions that yield
dependable results. He is a staunch advocate for his clients and constantly
seeks out new approaches to enhance their financial outcomes.

Contact Rich


WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

As a fiduciary who is always my client's advocate, I focus on keeping clients
safe now and in the future. I emphasize your priorities. Tracking your
priorities and adjusting to unexpected developments is a big part of my
responsibility. I am honored to be of service in this way.


LET'S REACH FINANCIAL GOALS TOGETHER

By choosing a fiduciary, fee-first advisor, you receive personalized financial
advice that prioritizes your best interests.

I can help you address investing principles and strategies, retirement investing
and distribution strategies, estate conservation issues, and risk management
analysis.

Additionally, I can answer your questions including: Can I retire early?  Are my
Investments working hard enough?  What’s a good approach for college savings? 
What are the elements of a sound estate strategy?  Do I have enough life
insurance for my family?

With my expertise and broad network, I can guide you in crafting a tailored
strategy that addresses your specific circumstances.

Contact Rich


HAVE A QUESTION?  I'D LOVE TO ANSWER IT FOR YOU.

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Email
Address
Phone
Question
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CONTACT

Office: 612-436-3770

Fax: 612-746-7953

904 Delaware Avenue

Saint Paul, MN 55118

Life Insurance, Long-Term Healthcare Insurance, Securities

rdunn@dunncreekadvisors.com


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