Gunness Financial Services
Our Collaborators
Financial planning often identifies needs clients have that require expertise in other disciplines such as law and accounting. When your questions fall outside of our area of expertise, we’re happy to refer you to the specialists in that field.
“Colorado Hillside” by Jim Bush
These are some professionals that we’ve worked with extensively in the past:
(Names are listed in alphabetical order.)
Giovanni Cicione
Real Estate Law
Lori Conaty, CPA/PFS, CGMA, Gilligan & Bianco
Certified Public Accountant
Kelly Deering, Deering Financial Services
QuickBooks and Bookkeeping
Joe Farmer, CPA, Farmer & First P.C.
Certified Public Accountant
Deb Goeschel, Message Artist Creative Group
Branding, Websites, and Content Strategy & Marketing
Parish Lentz, Barton Gilman
Estate Planning
Rich Streitfeld
Mortgage Consulting
Kate Gunness Williams
Executive Leadership Coaching
When you work with Gunness Financial, you are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Gunness Financial Services, LLC.
Learn more about resources we provide to empower and support our clients.
“Breaking No. 3” by Pete Hocking