Lund Wealth Management - Similar companies

Lund Wealth Management provides clients with a comprehensive suite of investment management and wealth planning solutions, se ... rving affluent families, business owners, executives and institutions since 1983. Lund Wealth Management is headquarter in Plainville, MA and was established based on the premise of inspiring our clients to achieve True Wealth. We concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand everyone has unique goals and objectives and we’re passionate about helping our clients discover and pursue their desired outcomes. Our goal at Lund Wealth Management is to be your most trusted financial advisor by sharing our professional knowledge, integrity and personalized wealth management service with you. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. https://www.finra.org/ https://www.sipc.org/ read more