For over 40 years, the Investment Center Advisor Group has been a trusted resource for individuals and families seeking comprehensive financial planning in Northern Colorado. Our mission is to provide authoritative advice and services designed to help you navigate a consistently changing economy, all delivered with the personal touch of treating clients like friends or family.
Located in Loveland, Colorado , the Investment Center Advisor Group is led by Kevin Dunnigan, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) who holds a Master’s Degree in Investments and Finance. This deep experience and commitment to professional standards ensure that when you work with us, you are receiving knowledgeable and trusted guidance.
Our Comprehensive Financial Services
We believe that effective financial management requires looking at your entire financial picture. The services offered by the Investment Center Advisor Group are designed to integrate planning, investment strategy, and protection to achieve your long-term goals.
1. Core Investment Strategies
Developing an effective portfolio is crucial. We offer guidance on a variety of investment vehicles tailored to your specific goals and risk tolerance. Our investment services include:
- Retirement Accounts: Expertise in IRAs (Traditional, Roth, SEP, Simple) and Educational IRAs.
- Securities: Advising on Bonds, Common Stock, Treasury Notes, and Government Securities.
- Brokerage Accounts: Providing access to and management of general brokerage accounts.
2. Detailed Financial Planning
Our planning services go beyond investment selection to address the major financial transitions in your life:
- Retirement Plans: From estimating the amount of money you may need to analyzing potential income sources, we provide sound approaches to retirement. This includes specialized 401k and 403b planning in Loveland.
- Estate Strategies: Helping you develop plans for wealth preservation and transfer.
- College Savings: Utilizing 529 College Plans for future education costs.
- Certified Financial Planner Loveland: As a firm led by a CFP® Professional, we adhere to the highest standards of comprehensive financial analysis.
3. Insurance and Protection
Protecting your wealth and income is just as important as growing it. We provide essential advice and products, including Life Insurance, Disability Income Insurance, Long-Term-Care, and Medicare Insurance Coverage.
Partnering with Experience
The experience of the Investment Center Advisor Group, anchored by the leadership of Kevin Dunnigan, emphasizes that “Trust and experience go a long way when you are dealing with people’s hard earned money”. This long-standing commitment to clients has resulted in the firm being ranked #1 for Financial & Investment Services*.
We invite you to visit our website to utilize our financial calculators for insights into topics like saving for retirement, understanding compound interest, and evaluating your risk tolerance. To begin building your secure financial future with an experienced Financial Advisor Loveland can rely on, contact the Investment Center Advisor Group today.
