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Dunham & Associates Customer FAQ

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What is Dunham & Associates's Phone Number?

The question we are asked most often is about how to talk to Dunham & Associates customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my current investments to Dunham & Associates?

Yes, you can transfer your current investments to Dunham & Associates. We make the process simple and hassle-free. Our experienced...

Can I access my account online?

Yes, you can access your account online through our secure client portal. Our online platform offers a convenient and user-friendly...
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Services Offered

What services does Dunham & Associates offer?

Dunham & Associates offers a comprehensive range of services to meet the diverse needs of our clients. Our primary focus is on providing...
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Fees

What are the fees for using Dunham & Associates' services?

The fees for using Dunham & Associates' services vary depending on the specific services and products chosen. We offer a range of investment...
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Account Management

Can I transfer my current investments to Dunham & Associates?

Yes, you can transfer your current investments to Dunham & Associates. We make the process simple and hassle-free. Our experienced...
Read more

Can I access my account online?

Yes, you can access your account online through our secure client portal. Our online platform offers a convenient and user-friendly...
Read more

How often can I expect to receive statements and reports?

At Dunham & Associates, we strive to provide you with accurate financial statements and reports on a regular basis. You can expect...
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Can I make changes to my investment strategy with Dunham & Associates?

Yes, clients have the flexibility to make changes to their investment strategy with Dunham & Associates. We understand that financial...
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Investment Options

What investment options are available through Dunham & Associates?

Dunham & Associates offers a diverse range of investment options to cater to individual investor needs. Clients have access to a variety...
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Investment Approach

What is Dunham & Associates' approach to investment management?

Dunham & Associates' approach to investment management is centered around a disciplined and comprehensive strategy that prioritizes...
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Account Requirements

Are there any account minimums with Dunham & Associates?

No, there are no account minimums with Dunham & Associates. We strive to provide equal access to our services and investment options...
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Tax Management Policy

What is Dunham & Associates' policy on tax management?

Dunham & Associates prioritizes effective tax management strategies to optimize clients' financial goals. Our policy is centered on...
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Help me with my Dunham & Associates customer service issue

Ask any question you have about Dunham & Associates customer service. We will do our best to get you answers right away.
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