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Our Services

At First Gunn Financial Group, we pride ourselves on providing services that have earned us the trust of many individuals, families and businesses. We want to help you build confidence in your investment and retirement strategy.

Here are a few of the services we provide:

Retirement planning

  • Traditional and Roth IRAs
  • 401(k) plans

Estate planning

  • Tax-reduction strategies

College planning

  • 529 plans


  • Life
  • Long-term care

Investment management

  • Mutual funds
  • Stocks and bonds
  • Exchange-traded funds (ETFs)
  • Variable and fixed annuities
  • Real estate investment trusts (REITs)
  • Unit investment trusts (UITs)
  • Savings strategies and goal planning
  • Structured products