Pointing You Toward a Lifetime of Financial Security
Points West Community Bank is proud to partner with LPL Financial to help you make the best financial decisions you can with your money.
Kevin Dunnigan, MBA, CFP
Financial planning, retirement planning, insurance planning, and tax planning. We start with the whole picture to deliver the comprehensive advice you need. And when we can’t provide a service you’ve asked for, we partner with trusted local CPA firms and attorneys.
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Strategies
401(k) Planning
403(b) Planning
529 College Plans
Estate Strategies
Insurance
Medicare Insurance Coverage
Disability Income Insurance
Life Insurance
Long-Term-Care
“Medicare coverage can be a daunting task for seniors. I’m here to guide and educate you, so you can discover peace of mind in this transition.”
– Dan Kuntz, Medicare Coverage Specialist
Talk to an Advisor
Send us a message and we’ll have an advisor get back to you.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Points West Community Bank & Points West Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Points West Investment Services and may also be employees of Points West Community Bank. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Points West Community Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MN, MO, MT, ND, NE, NM, NV, OH, OK, SC, SD, TX, VT, WA, WI.
Note: The FDIC & Equal Housing Lender Logos at the bottom of our page DO NOT pertain to investment services. The FDIC & Equal Housing Lender Logos cannot be removed from the bottom of this page, and that is why Points West Community Bank has clearly stated that these investment services are not FDIC insured.