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portrait of Allen E Dunahoo
FINANCIAL ADVISOR

Allen E Dunahoo

725 Bantam Road, Bantam, CT 06750opens in a new window
CallSend Me a Message

About Allen

Our focus is helping retired individuals and families manage the complexities that accompany wealth. We take a holistic approach to working with our clients by coordinating with their other professional advisors, such as CPAs and attorneys, to help ensure that our financial services are in harmony with all aspects of your life.

We respect the time, energy and effort you've spent to accumulate your wealth and build a legacy; you've been doing it for decades. Thusly, we understand that the shift into and living in retirement can pose both anticipation and anxiety. We help overcome the challenges of such a...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesJuly 2008 to Current

Education

  • North Park CollegeMaster of Divinity
  • Azusa Pacific UniversityBachelor of Theology

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Horseback Riding
  • Gardening

Team Members

  • Robin Archer
    Sr. Branch Office Administrator
  • Mickie Budny
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(860) 567-4015

Fax

(888) 508-6664

Office Address

725 Bantam Road
Bantam, CT 06750opens in a new window

Mailing address

Po Box 404
Bantam, CT 06750

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