Testimonials

Whether Your Needs are Personal or Business, We Can Help.

We are proud of the close relationships we share with our clients. When someone entrusts you with managing their finances it is critical that you know more than the numbers. Behind every number is a person with goals and aspirations. By getting to know our clients and continually working with them to review where they are, and where they are going, we get to know more than account balances.

When it comes down to it, we treat people right. Just listen to what our clients say about Dunlap Tavel Wealth Management

Bob Dunlap Testimonials

Michael Tavel Testimonials

Bob Dunlap Testimonials:

When I came to Bob my financial future was pretty bleak. I had only a little money invested and it was invested poorly at that. In three short years Bob has turned my financial situation around. Bob's financial philosophy is centered on building wealth not just "striking it rich". I like that. You can count on Bob to give you tailored financial advice. He works as hard for the low end investor as the high end. You will not be disappointed with his investment strategy.

On my way to a stable retirement,

Ben R. Swopes

Bob Dunlap, along with his staff, has the utmost integrity, honesty, and character. These qualities are so important to me as I have entrusted our finances, both personal and business, to his expertise and guidance. Consequently, I have recommended Dunlap Tavel Wealth Management  to the most important people in my life, namely my adult children, my mother, and my mother-in-law, and Bob has taken very good care of all of us.

Christine Markovich, Owner

The Graphics Center Printing Company

Bob has worked with us managing our retirement portfolio. His staff has assisted us as well on insurance matters. Dunlap Tavel Wealth Management  staff are well trained, courteous, innovative, and current on industry rules and regulations. We are pleased and feel confident with their recommendations and results.

Anita and Steve Yoder

Over the last several years I have had many Financial/Investment strategists that managed my accounts. The problem was, that was all they did! Since transferring my investments to the management of Bob, I'm no longer just a number. We actually strategize what's best for me! My confidence with this team of professionals has continued to grow and now they coordinate my Company's Retirement Program and the Health Insurance Division handles our Company's Program for my Employees and their Families. You cannot go wrong with so many things that they do right!

Dr. Todd McDougle, President & CEO

Pendleton Chiropractic Centre, P.C.

My wife and I consider Bob the cornerstone of everything we do financially. He has proven over the past six years to be not only an honest, intelligent, and responsible advisor, but also a good friend. I have endorsed his work to numerous friends and business associates, and everyone raves about him and thanks me for the referral. We look forward to our regularly scheduled financial reviews because we are always satisfied with the results. Even more than that, he always seems to be ahead of the game in terms of giving sound educated advice for our next investment decision. If you want to work with the best, Bob Dunlap, and his team at Dunlap Tavel Wealth Management , is the only choice!

Darren and Rebecca

Noblesville, Indiana

We are very pleased and grateful to have you as our financial consultant Since we consulted with you regarding our needs, we have entrusted you with all of our insurance needs, our kids' college savings plan, Pat's retirement fund and my recent 401-K rollover.

You have demonstrated to us your depth of knowledge of the insurance and financial world and your prudent recommendations have proven to be on target for our short and long term goals alike. We are very pleased with your insightful guidance and your sincere care and concern for our well-being. Most of all, we appreciate your evident truthfulness and integrity.

We continue to tell our friends about you and recommend you to our colleagues and business acquaintances.

William and Pat Haddad

We've taken advantage of Dunlap Tavel Wealth Management  full range of services and can say without exception that we always get what we want the first time. Michael Tavel created a step-by-step financial analysis for us that will help DELTA employees accomplish their goals. Michael and staff worked directly with our personnel to give them a comfort level that's unbridled in the industry. Michael's financial knowledge, assistance and patience proved to be exactly what everyone was looking for.

Michael Honan, Vice President

DELTA Services, Inc.

I have had a 401K Plan for approximately four years, but I have never worked with someone like you who made me feel that he really cared about the outcome of everything he suggested when it came to managing my account. I feel you have strong knowledge of investing and you are passionate when sharing it with me. You never glossed over the subject, you made sure that I understood my options and any long term effect they might have. I feel like you treat me and help me as if I was your own mother, and I thank you for that.

I have used another nationally known firm in the past and I feel I got lost because my account was not large enough to take much time. I feel that I am at home with you Michael.

Diane J. Doyle

I find Michael's commitment and passion to prepare my financial future as genuine and complete as his dedication has been from the start. I have been extremely impressed with his attention to detail, the dissemination of just the right amount of information for me to make wise decisions, his follow-up and execution of orders and his continues enthusiasm for guiding me in my financial strategy.

Michael seems to take a personal approach to his clients, creating trusting relationships by treating them as friends and then business associates, by sharing his own life experiences, both triumphs and tribulations. It is his honesty, sincerity and knowledge that gives me the confidence of knowing my financial future is in the competent care of a trusted consultant.

I appreciate the confidence and security Michael has brought to this part of my life and look forward to the continued growth and maturity of his insight and guidance.

Eve Shirley

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