A Trusted Independent Insurance Agency

 At Dunlap Financial Services, we are committed to ensuring health and securing wealth, so that individuals, families, and businesses can protect their lifestyle with confidence. Our mission is to provide personalized financial solutions that promote stability and well-being, helping clients navigate the complexities of financial planning, healthcare coverage, and risk management.

We take pride in serving all communities that welcome us, offering expert guidance tailored to the unique financial needs of individuals, families, and small business owners. In addition to traditional financial planning, we assist clients with Medicare supplements, some of which do not pay commissions, and Medicaid, which pays no commissions at all, ensuring those in need receive the coverage they deserve without financial incentives influencing recommendations.

For our employees, we foster a culture of integrity, growth, and collaboration, equipping them with the tools and knowledge to provide exceptional service.
For our clients, we prioritize honest, transparent, and personalized financial advice that puts their best interests first. Whether securing healthcare benefits, retirement plans, or business protection, we ensure that everyone receives the support they need.

For our vendors and partners, we build trustworthy relationships that foster innovation and create long-term financial solutions that serve communities effectively.

At Dunlap Financial Services, our mission is clear—to be a trusted financial partner for individuals and businesses, delivering expert guidance that ensures security, stability, and peace of mind for all.