Business Details
About
Financial PlanningInvestment ServiceFinancial Consultant
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bloomington, MN area, Trevor J Dunn will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Trevor J Dunn - Financial Advisor, Ameriprise Financial Services, LLC
8300 Norman Center Dr, Bloomington, MN
55437, United States
Frequently Asked Questions About Trevor J Dunn - Financial Advisor, Ameriprise Financial Services, LLC
Who is Trevor J Dunn and what services does he offer?
Trevor J Dunn is a financial advisor with Ameriprise Financial Services, LLC in Bloomington, MN. He offers financial planning, investment management, retirement and estate planning, tax strategies, and insurance services.
Where is Trevor J Dunn's office located?
His office is located at 8300 Norman Center Dr, Suite 550, Bloomington, MN 55437, USA.
How can I contact Trevor J Dunn for financial advice?
You can contact Trevor J Dunn by phone at +1 952-646-1628 or +1 763-367-7980, or email at Trevor.Dunn@ampf.com.
Does Trevor J Dunn offer online appointments?
Yes, Trevor J Dunn offers online appointments in addition to onsite services.
Which professional certifications does Trevor J Dunn hold?
He holds certifications with CFP, BFA, and APMA associations.
How can I schedule a consultation with Trevor J Dunn?
You can schedule a consultation through his website's contact page: https://www.ameripriseadvisors.com/team/fathom-advisors/contact
What should I know about the financial services near Trevor J Dunn's office?
Nearby are several financial services including Morgan Stanley advisors like The Hildre Johnson Group and Jose Marrujo, as well as other Ameriprise advisors like Todd Doroff. This area is a financial hub for clients seeking expert advice.
Are there mortgage services near Trevor J Dunn's office?
Yes, Bank of America Mortgage and mortgage broker Elizabeth Stokes are nearby, which can be helpful if you are looking to coordinate financial planning with home financing in the area.
What dining options are near Trevor J Dunn's office for client meetings or breaks?
Cafe Fusion, a pizza restaurant and cafe, is nearby providing a convenient place for casual meetings or a meal before or after your appointment.
What is the best way to verify the credentials and background of Trevor J Dunn?
You can find more information and verify credentials on FINRA's BrokerCheck website at http://brokercheck.finra.org/.