Jack M. Dunk & Associates, a financial advisory practice of Ameriprise Financial Services, Inc., works hard to help our clients feel more confident with their retirement. From our office in Gurnee, IL, our team helps you understand today?s complex, volatile markets and will find ways for you to reach your financial goals while protecting your assets. Jack Dunk, CFP(R), a Private Wealth Advisor, and his team will start by listening to your dreams for the future and will work with you to build a financial plan tailored to those dreams and appropriate for today's market.
Our areas of focus include:
• General financial planning
• Wealth management strategies
• Investment advice
• Retirement and estate planning strategies
• Asset allocation
• Protection and insurance
• Small businesses
• Employee stock options
We will focus on helping you protect your net worth with concentrations on inflation, tax planning strategies, market changes, and fluctuation in the global economy. Our investment expertise helps ensure you'll be properly positioned to achieve your goals. We strive to help you safeguard your portfolio and find ways to grow at every opportunity.
Ameriprise has provided sound financial assistance for more than 115 years. Our goal is to help you and/or your business with financial wellness.
Call Jack M. Dunk & Associates today for a complimentary initial consultation!. Alternative investments|Brokerage & cash management account|Brokerage & cash management accounts|Commercial Investments|Education savings|Estate Planning Strategies|Fee-Based Financial Planning|Financial Planning|Investment Advice|IRAs & retirement plans|Managed accounts|Mortgages|Mutual funds|Personal Investments|Personal trust services|Retirement Planning Starategies|Retirement Planning Strategies|Stocks & bonds|Structured products