Dunlap & Associates Wealth Management Revenue
Financial Services • 
Peachtree City, Georgia, United States • 1-10 Employees
Dunlap & Associates Wealth Management revenue & valuation
| Annual revenue | $1,136,879 |
| Revenue per employee | $163,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,700,000 |
| Total funding | No funding |
Key Contact at Dunlap & Associates Wealth Management
Ray Dunlap
President, CFP®, AIF®
Company overview
| Headquarters | 1401 Georgian Park, Suite 210, Peachtree City, GA 30269, US |
| Phone number | +17706322674 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Legacy Planning, Retirement Income Planning, Social Security Analysis, Tax-Efficient Savings And Income Strategies |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Dunlap & Associates Wealth Management Email Formats
Dunlap & Associates Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@raydunlap.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@raydunlap.com | 83.3% |
{first name} | john@raydunlap.com | 16.7% |
About Dunlap & Associates Wealth Management
As you prepare for and then enter retirement, you likely have at least one of three questions: 1.) Do I have enough money saved to enjoy my retirement? 2.) Will my money last as long as I need it to? 3.) How will I take care of those “unexpected” expenses? We’ve been helping people confidently answer these questions for over 35 years. At Dunlap & Associates, we develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Dunlap & Associates Wealth Management has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Dunlap & Associates Wealth Management has never raised funding before.
Dunlap & Associates Wealth Management Tech Stack
Discover the technologies and tools that power Dunlap & Associates Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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MexicoFrequently asked questions
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