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Alan M. Gunn

Alan M. Gunn

Relationship Manager

Financial Solutions Advisory Group

Chicago, IL

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Call 773-336-• • • •  Show

8799 W. Bryn Mawr Ave. 410 - N

Chicago, IL 60631

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Financial Solutions Advisory Group is a fee-only independent Registered Investment Adviser (RIA) and financial planning firm. We combine personalized investment management and financial planning advice with old-fashioned individual client service.

Many of our new clients come to us when they get tired of being ignored by their current asset manager; typically a large bank or broker.

A good prospect for is someone with at least $250,000 in assets to manage.

Services Provided by Alan M. Gunn

Financial Planning, Investment Management, Alternative Investments, Estate Planning, College Planning, Retirement Planning, Charitable Giving

Specialties:
and estate tax issues., asset allocation, Personal finance, personal trust administration, private client services and sales. Also investments
Payment
  • Fee
Languages
  • English

Background Information for Alan M. Gunn

Education
  • University of Chicago

    1988
  • Northwestern University

    1983
  • Lawrence University

    1981
Licenses & Credentials
  • Certified Trust and Financial Advisor
Previous Work Experience

Personal Trust Adminstration U.S. Trust / Bank of America Private Wealth Managment

1995 —  2009

+ All Work Experience

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