Joseph A Dunn Jr Mba Lutcf
About the Business
Joseph A Dunn Jr MBA LUTCF is an insurance agency and lawyer located at 10216 Rockville Pike in Rockville, Maryland, United States. Joseph A. Dunn, Jr. is a highly regarded independent financial planner affiliated with Grove Point Financial. He specializes in retirement and estate planning, utilizing tax-advantaged investments and other investment options. His clients include business owners, corporate executives, professionals, and government employees.
Joe holds a B.S. in Civil Engineering from Washington University, an MBA from Marquette University, and various Securities Registrations. He also has the LUTCF insurance designation and is a member of the Society of Financial Services Professionals. Joe is actively involved in non-profit organizations and enjoys maintaining a personal fitness routine in his free time. He values spending time with friends and family.
Securities are offered through Grove Point Investments, LLC, a member of FINRA and SIPC. Investment Advisory Services are offered through Grove Point Advisors, LLC. Both are subsidiaries of Grove Point Financial, LLC. For more information, visit their website and background of this investment professional.
Location & Phone number
10216 Rockville Pike UNIT 402, Rockville, MD 20852, United States
List of local businesses, places and services in Maryland
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos