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2015-12-05T00:00:00.000Z

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Wrong Lon Gulberg?

Lon Gulberg

Investment Advisor Representative

Investment Centers of America Inc

HQ Phone: (701) 250-3300

Email: l***@***.com

Investment Centers of America Inc

212 N 4Th St

Bismarck, North Dakota 58501

United States

Company Description

Since 1985, Investment Centers of America, Inc. has been a leading provider of investment and insurance products through financial institutions and independent offices. more

Find other employees at this company (297)

Background Information

Affiliations

Investment Advisor Representative
American Federal Bank UBS PaineWebber

Investment Advisor Representative
American Federal Bank

Education



Grand Forks Central

Web References (7 Total References)


Lon ...

www.americanfederalbank.com [cached]

Lon Gulberg

...
Lon Gulberg
Private Banker Assistant Vice President


4 Ways to Turn Every Relationship into a Lasting Valentine - Association of Information Technology Professionals

www.aitp.org [cached]

Then Lon Gulberg, a financial advisor and personal banker in the group, pulled me aside to share his story … to tell me how he began working with a couple about 10 years who had recently retired. They wanted help in managing their finances so they could truly enjoy their retirement, which included lots of travel to their many children and grandchildren across the country. So Lon spoke to the couple on many occasions, talking about a wide range of topics, many of which did not include financial planning. He just plain liked the couple and wanted to be their friend as well as their advisor.

Some time later, the husband was diagnosed with cancer, and the couple's retirement plans changed quickly. The husband went through months of treatments, some that worked and some that didn't, until he eventually lost his battle with cancer. A few days after the funeral, Lon met with the wife to discuss the financial status of their accounts, and in his words, "The conversation I had with her was one that I will never forget.â€
The wife explained that a few days before her husband passed away, she told him she was scared. She had never involved herself in the financial matters of the family and didn't know if she could handle those things. Her ailing husband took her by the hand and said, "Everything is in place for you. You don't have to worry about the finances. The only thing you need to do is call Lon; he'll take care of everything. And it will be done in the best interest of you and our family.â€
Obviously, Lon had given that couple a Valentine's gift that lasted a lifetime … a relationship they could trust … a relationship that gave them a sense of safety and security. And they gave him a Valentine's gift in return.
As Lon told me, "That husband's comment and that wife's sense of peace have deeply impacted my life.


Lon ...

www.americanfederalbank.com [cached]

Lon Gulberg

...
Lon Gulberg
Private Banker Assistant Vice President


Lon Gulberg, Private Banker, ...

www.americanfederalbank.com [cached]

Lon Gulberg, Private Banker, Grand Forks


Contact Your American Federal Banker

www.americanfederalbank.com [cached]

Lon Gulberg , Private Banking and Investments 701/335-2103 Direct Dial E-mail lgulberg@americanfederal.net

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