Don't Just Take Our Word For It

I first met my Dunleavy Wealth advisor at an evening financial dinner seminar. As a financial novice, I was impressed by his ability to explain retirement and estate planning in an understandable manner. Having met with other financial planning firms, I was especially pleased that Dunleavey Wealth could advise and work with the University of Michigan Fidelity savings vehicles. Through the years, Dunleavy Wealth Management has always been readily accessible for answering my financial questions, seamlessly handling my accounts and working diligently in my best interest. Because of their years of advice and servicing my accounts, I now enjoy a secure and financially comfortable retirement.
- Claire Duey, R.N. , B.S.N. '77 -

I want to take this opportunity to thank you for your counsel, expertise, and management of our finances through the years. All of your work is so important to us and feeling that our future is in good hands and secure allows us to sleep peacefully at night.

My husband and I were referred by friends to the team at Dunleavy Wealth Management three years ago. We owe those friends! The Dunleavy team is a 10 out of 10. They have provided sound advice during a recent business sale, have helped guide us through retirement planning and have created a feeling of family that is unmatched by other financial services firms. We trust them implicitly and our daughters are now a part of the “family.”
- John and Erin Millerschin -

 From our first meeting with Doug Dawe, we knew we had found the right partner to help us maintain our lifestyle in retirement, and he has also provided sound recommendations for building a financial legacy for our children and their families. Doug is both personable and professional, and we are very comfortable placing our trust in his guidance.

Ryan, Thank you! Appreciate your patience, friendliness and expertise in handling our affairs. Your assistant Susan is a welcome presence.
- Grateful Jan Richards -

My wife and I are feeling much better regarding our senior years’ financial health since we signed up with financial planners at Dunlevy Wealth Management. While we are blessed with a pension, IRAs, and some investments, putting it all together and understanding if we would run out of money in our final years is not something we understood. Doug Dawe and Ryan Hozeska asked us questions we could understand and pulled together all our bills, liabilities, assets, and future big-ticket expenditures. The result was a graph that showed we could live into our 90’s and not run out of cash. What a relief that washed away years of unnecessary worry! Well worth the time spent! We look forward to our semi-annual checkups with Doug and Ryan.
- Doug and Lynn Tomayko -