Bruce Dunbar
Bruce Dunbar is the Founder & Financial Advisor of Legacy Financial and has dedicated his career to helping individuals, families, and business owners build financial plans they can count on. With over 40 years of experience in financial planning, Bruce brings a depth of knowledge and a genuine commitment to his clients that has made him a trusted voice in the Ann Arbor community.
Bruce's approach is rooted in the belief that great financial planning starts with truly understanding the person behind the plan. He takes the time to listen, to learn what matters most to each client, and to build strategies that reflect their unique circumstances and goals.
Bruce specializes in retirement income planning, estate planning coordination, and retirement plan design for small to mid-size businesses. He is a proud Raymond James Financial Services advisor and a member of FINRA and SIPC.
Areas of Focus
- Retirement Income Planning
- Estate Planning Coordination
- Small Business Retirement Plans
- Investment Management
- Social Security Optimization