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Ina K Dunphy
Ina K Dunphy

Ina K Dunphy

Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: With over 7 years in investment and asset management, my professional experience has positioned me to bring unparalleled value to my clients’ financial well-being. My mission is to educate my clients and show them how bright the future can be by following a comprehensive financial plan that is customized based on their unique circumstances. It's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, I will use an established process to build personalized strategies to help you achieve your financial goals. My services include: - Financial Planning - Investing - Retirement Planning - Retirement Income Strategies - Education Planning - Wealth Protection - Insurance Protection - Legacy Planning I have the tools and resources available to serve clients anywhere nationwide. Don't hesitate to contact me for a Free Financial Review!
Overview

Background checked

3 employees

1 year in business

Payment methods

Apple Pay, Cash, Check, Credit card, PayPal, Zelle

Social media

Facebook

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Photos and Videos

4 photos

Reviews

Customers rated this pro highly for professionalism, value, and work quality.

Exceptional 5.0

5 reviews

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Ana C.

I would highly recommend Ina as your trusted financial advisor. She understands the risk and return relationship, she took the time to understand what’s important to me, my risk tolerance, and where I expect to see myself in 10-20 years. She formulated a financial plan that aligned with my values and built a portfolio of socially conscious investments. She is passionate about what she does and it is simply a pleasure to work with.
Jan 26, 2021
Emily L.

Ina showed me the value of working with a fiduciary financial advisor from our very first meeting. Working with Ina has helped me reach my financial goals with tailored investment strategies that have been performing significantly better than my previous financial advisor. Not only did she help me with my financial plans but she took the time to understand what's most important to me and prioritized my goals and create other solutions that I would have never thought about like wealth protection and estate planning. I highly recommend Ina
Jan 22, 2021
Johnathan W.

Ina was amazing to work with she made clear and concise explanation of stocks and investing. She was able to create a portfolio for me that had great returns while being very stable! I was super pleased with my results.
Feb 25, 2021
Sean C.

Ina was very detail oriented, great at breaking things down, and was able to make it feel like I was talking about a partnership, not a sales meeting.
Jan 26, 2021
Morgan F.

Ina is the best. She is proactive, incredibly responsive, intuitive, and knowledge packed. We set up an appointment and I will be using her as my advisor 100%
Jan 22, 2021
Credentials
Background Check

Isirinda Dunphy

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I offer a complimentary initial phone consultation with all prospective clients. Should we decide to partner together, you can choose from a "fee-based" or "commission" based pricing model. -Fee-based accounts are 1.35% annual fee of total account size. -The commission structure is 20% fee per trade for investment advice that I will be providing. My firm offers discounts and breakpoints for certain accounts. We can talk more in depth about the fee structure during our meeting.

  • What is your typical process for working with a new customer?

    Although my physical office is located in Newton MA, my firm has the tools and resources available to serve clients anywhere nationwide. 1. Intro call to discuss your current situation and your long-term goals. 2. Schedule an in person or virtual meeting where I will assess your risk tolerance and time horizon, and request your financial statements, pay stubs, current assets. 3. We will meet to discuss the tailored financial plan with suitable investment strategist that my team and I have created for you. 4. We will meet periodically or at least once a year to review and rebalance your accounts accordingly with changes to your situation or changes in the market and economic conditions to ensure that there are no pitfalls.

  • What education and/or training do you have that relates to your work?

    Bachelor's Degree in Economics FINRA Licenses Series 7, Series 63, Series 66 Currently Pursuing CFP

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