Lund Wealth Management

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

225 Foxborough Blvd Ste 102, Foxborough,...

Phone Number

(508) 316-1949

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Lund Wealth Management

Lund Wealth Management is a financial advisory firm based in Foxborough, MA, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to assist clients at various life stages, from young professionals to retirees, in achieving their financial goals and securing their legacies. With a focus on personalized service and client education, Lund Wealth Management fosters long-term relationships built on trust and understanding. Their team is dedicated to guiding clients through the complexities of financial planning, ensuring they feel confident and supported in their financial journeys.Explore more
Lund Wealth Management's Social MediaPopular SearchesLund Wealth ManagementLund Financial Groupcom LundWealthManagementCwm LLCLund Wealth Management| LtdSIC Code 62,628NAICS Code 52,523Show more

Lund Wealth Management Org Chart

PhoneEmail
DM
United States flag for contact location.

Client Services Associate

PhoneEmail
CL
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lund Wealth Management

$5.2M
51-200
Private
-
2005
DM
Daniel MarshallClient Services Associate
$96.2M
51-200
Private
-
1983
AC
Amy CadwellChief Financial Officer
$30.1M
51-200
Private
-
2001
$9M
11-50
Private
-
2002
AH
Amy HallManager, Business & Integrator
$6.4M
11-50
Private
-
1999
SR
Scott RobertsDirector, Life Insurance & Estate Planning
<$5M
11-50
Private
-
2000
AK
Al KaufmanManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lund Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lund Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lund Wealth Management.

Lund Wealth Management Tech Stack

A closer look at the technologies used by Lund Wealth Management

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Frequently Asked Questions Regarding Lund Wealth Management

What is Lund Wealth Management's official website?
Lund Wealth Management's official website is www.lundwealth.com
What is Lund Wealth Management's Revenue?
Lund Wealth Management's revenue is $5.2 Million
What is Lund Wealth Management's SIC code?
Lund Wealth Management's SIC: 62,628
What is Lund Wealth Management's NAICS code?
Lund Wealth Management's NAICS: 52,523
How many employees does Lund Wealth Management have?
Lund Wealth Management has 51-200 employees
What industry does Lund Wealth Management belong to?
Lund Wealth Management is in the industry of: Finance, Securities Trading
What is Lund Wealth Management competition?
Lund Wealth Management top competitors include: WealthCare Partners, The Olivier Group, Nichols Wealth Partners, Carson Wealth
What technology does Lund Wealth Management use?
Some of the popular technologies that Lund Wealth Management uses are: WooCommerce, WordPress.org, Drip, reCAPTCHA
How do I contact Lund Wealth Management?
Lund Wealth Management contact info: Phone number: (508) 316-1949 Website: www.lundwealth.com
What does Lund Wealth Management do?

Lund Wealth Management is a financial advisory firm based in Foxborough, MA, specializing in wealth management, financial planning, retirement planning, investment management, estate planning, and tax planning services. The firm aims to assist clients at various life stages, from young professionals to retirees, in achieving their financial goals a... nd securing their legacies. With a focus on personalized service and client education, Lund Wealth Management fosters long-term relationships built on trust and understanding. Their team is dedicated to guiding clients through the complexities of financial planning, ensuring they feel confident and supported in their financial journeys.Read More

What are Lund Wealth Management social media links?
Lund Wealth Management Linkedin page Lund Wealth Management Twitter page Lund Wealth Management Facebook page
Is Lund Wealth Management a public company?
Lund Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Lund Wealth Management

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