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   Lundy Financial ServicesFinancial Consulting

   Website

   We are dedicated to providing investment management and strategic wealth planning specifically with you in mind. We...

   MoreWe are dedicated to providing investment management and strategic wealth planning specifically with you in mind. We strive to be a trusted advisor. Here at Lundy Financial Services we believe and rely on the highest levels of trust, integrity and respect while always collaborating using a team approach with each individual investor. As a financial advisor, my primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Our dedication to our clients is to professionally support, educate, and provide informed direction to each individual investor. Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it's of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation... Less

   Website: lundyfinancialservices.com

   Phone: (989) 269-7427

   Cross Streets: Near the intersection of S Van Dyke Rd and Murray St

   Open Now

   • Tue

     8:00 AM

     5:00 PM

   • Wed

     8:00 AM

     5:00 PM

   • Thu

     8:00 AM

     5:00 PM

   • Fri

     8:00 AM

     4:00 PM

   • Sat

     Closed

   • Sun

     Closed

   • Mon

     8:00 AM

     5:00 PM

   • Tue

     8:00 AM

     5:00 PM

   840 S Van Dyke Rd Bad Axe, MI 48413 263.74 mi

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