Wealth Management = Investment Management + Advanced Planning
At First Gunn Financial Group we assist clients in pursuing financial independence through personalized wealth management.
We focus on your goals and work with you to design a plan for wealth accumulation and preservation.
Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Over time you’ll pursue confidence in your investment and retirement strategy.
When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest. So, with a CFP® professional, you’ll work towards financial confidence — today and tomorrow.
Matt E. Streeter, CFP®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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