Broker Check


Dunn Financial Services is an independent financial advisory firm that features an array of strategic alliances to assist clients with a wide range of goals. Tom Dunn has over 25 years of experience in the advisory field, providing investment, insurance and employee benefits guidance for business owners, professionals, and their families.

As a member of the Fusion Advisor Network, a national network of some of the top independent financial professionals in the country, we have access to a depth of expertise, resources, and planning strategies to help clients define and reach their goals. Because we have no "proprietary" products, our clients best interests are always the focus.

Tom Dunn and the Fusion Advisor Network have a strategic partnership with our broker dealer, Kestra Financial, Inc., a leader in wealth management and insurance planning. Our technology platform, along with access to teams of specialists, make it possible to bring every client thoughtful and effective solutions.

Independent objectivity can make a world of difference when planning for your future. Our professional partnerships stand by a commitment that clients come first, relationships matter, and service is a priority.