Our Minnesota office serves the Minnetonka, Minneapolis, St Paul, and surrounding areas in financial planning, retirement planning, fixed index annuities, and much more.
For over 15 years Cathy DeWitt Dunn has helped hundreds of individuals and families by educating them on financial solutions that are not available in traditional brokerage houses. Cathy’s consulting style is to get to know each individual client’s financial wishes and fears, and then to present an easy to understand plan that makes sense for them.
Cathy takes the complexity out of retirement income planning by recommending safe money solutions that are designed to protect and grow retirement assets. (For more see: Retirement Planning and Fixed Index Annuities)
601 Carlson Parkway, Suite 1050
Minnetonka, MN 55305
Direct: (952) 449-5127
Toll Free: (866) 904-4700