Kyle has a history of discovering his clients’ financial needs and helping them make good financial decisions for the near- and long-term. His ability to understand and guide his clients on a path to financial security and his unwavering client focus make him a valued member of the Beltz Ianni & Associates team.
As part of the Retirement Plan Services group, Kyle’s concentration is on Beltz Ianni’s retirement plan clients and their plan participants, providing relationship management and enrollment/education support. Kyle provides one-on-one, goal-oriented retirement savings consulting for plan participants, utilizing Beltz Inni’s proprietary Pathway-to-Success program.
Kyle is an accomplished professional with over 7 years’ experience in the financial services industry. As a trusted advisor, Kyle introduces his clients to a wide-range of financial planning services and products including life insurance, disability income insurance, long term care insurance, retirement plan services, and annuities.
Prior to joining Beltz Ianni, Kyle was a financial service professional with the MassMutual Financial Group. He received his Bachelor of Arts degree in economics and business strategies from the University of Rochester and is a member of the University’s George Eastman Circle.
Kyle enjoys golfing as a member of the Monroe Golf Club. He resides in Rochester, New York.
Kyle Dunn is a Registered Representative offering securities and investment advisory services through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.« Back to Our Team