Business Details
About
Investment Service
Building a legacy for your children and generations to come takes the right kind of financial strategy and guidance. As experienced financial professionals, we're here to help. We're dedicated to building lasting relationships with you and your loved ones, and working with your team of CPAs and estate-planning attorneys to ensure your needs are met.
Location
Hours
Frequently Asked Questions About Dunahoo Paradise Wealth Management
What are the main financial services offered by Dunahoo Paradise Wealth Management?
Dunahoo Paradise Wealth Management offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Dunahoo Paradise Wealth Management?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Dunahoo Paradise Wealth Management located?
They are located at 725 Bantam Road, Bantam, CT 06750, USA.
What are the business hours of Dunahoo Paradise Wealth Management?
They operate Monday to Thursday from 9:00 AM to 4:30 PM, and Friday from 9:00 AM to 3:00 PM. They are closed on Saturdays and Sundays.
Does Dunahoo Paradise Wealth Management offer any remote or online services?
Yes, they provide web conferencing as an additional service for remote financial advising.
How can I contact Dunahoo Paradise Wealth Management?
You can call their main phone number at +1 860-419-7615 or the alternate phone at +1 860-567-4015.
Which nearby coffee shop can I visit before or after my appointment at Dunahoo Paradise Wealth Management?
Krafted Brew Lab, a coffee shop and smoothie juice bar, is nearby and a great place to relax before or after your visit.
Are there any sporting goods stores near Dunahoo Paradise Wealth Management?
Yes, Sportsmen's Connection and Sportsmen's of Litchfield, both sporting goods stores, are located nearby and can be visited for shopping needs.
If I'm interested in real estate, which nearby agents or companies can I explore around Dunahoo Paradise Wealth Management?
Nearby real estate professionals include Sue Sawyer-Vasquez, REALTOR, Susan Yeske Belmonte, Realtor, Homes By the Lake-Coldwell Banker Realty, Coldwell Banker Realty - Litchfield, and Nancy Therriault, Realtor.
How does Dunahoo Paradise Wealth Management support legacy planning for families?
They focus on building financial strategies with clients and their teams of CPAs and estate-planning attorneys to secure legacies for children and future generations.