Dalas Gundersen – Investment Advisory Services
Dalas Gundersen is dedicated to putting his clients and their financial goals first. he believes that carefully listening to his clients concerns and needs is important to maintaining ongoing long term relationships. Listening well also helps him to develop a financial plan designed to maximize his clients wealth and to help ensure a quality lifestyle.
Dalas Gundersen believes he is uniquely positioned to assist you with your financial planning needs because he has the experience to recognize opportunities, the stability to guide you through an ever changing financial environment, and the discipline to follow through.
Dalas Gundersen will help assist Individuals, foundations, and businesses with solutions and portfolio management choices for each unique need.
Professional Traits and Expertise, Services and Benefits to investors.
Using a wide array of products and services, Including discretionary fee-based accounts, fee based financial planning, stocks, bonds, mutual funds, Insurance, annuities and trust services, we work diligently to find the best solutions for each client.