GUNNELL FINANCIAL

You want to make sure the folks handling your finances are not only experienced but also have your best interests at heart. With more than 25 years of experience, Gunnell Financial is your preferred financial advisor... For the first 15 years, we worked with our clients on investment and insurance planning. A little over 15 years ago, we had several clients that that same year had their accountant move, retire, or in 2 cases, die, and asked for help with their taxes and accounting. As the federal government continues to "simplify" or "improve" the tax code, the need for tax planning has exploded and continues to do so. We are licensed as a Registered Investment Advisor, meaning we are a fee-based client-focused financial planning firm. We are independent insurance agents so we can offer insurance based on the best value from a variety of companies. For tax, we are licensed as an Enrolled Agent (EA), which is a national tax license. A CPA is a state license. As we have clients either..

Primary location: Plainfield United States