Lund Wealth Management

Finance · Massachusetts, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

225 Foxborough Blvd Ste 102, Foxborough,...

Phone Number

(508) 316-1949

Revenue

$5.2 Million

Industry

Finance Securities Trading

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, led by Chris Lund, is dedicated to providing tailored strategies and proactive support to ensure clients navigate their financial journeys successfully.Explore more
Lund Wealth Management's Social MediaSIC 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
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Lund Wealth Management

Compare insights from companies similar to Lund Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
JH
Joseph HudeckChief Financial Officer
$6.4M
11-50
Private
-
1999
SR
Scott RobertsDirector, Life Insurance & Estate Planning
<$5M
11-50
Private
-
2000
BT
Brooke TaylorSenior Relationship Manager
Illustration of an envelope

Lund Wealth Management Tech Stack

A closer look at the technologies used by Lund Wealth Management

Top Finance Companies

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, Nichols Wealth Partners, Carson Wealth, HBKS Wealth Advisors
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, led by Chris Lund, is dedicated to providing tailored strategies and proactive support to ensure clients navigate their financial journeys successfully.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.