Lundblade Financial Group

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

602 College Ave Ste 3, Clemson, South Ca...

Phone Number

(864) 986-4165

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Lundblade Financial Group

Lundblade Financial Group specializes in providing comprehensive financial planning services, including retirement planning, estate management, and college savings strategies. They prioritize transparency, protection, and collaboration, ensuring clients receive honest advice tailored to their individual needs. The firm aims to educate clients about investing and wealth preservation while fostering long-term relationships built on open communication. Their services are designed for individuals seeking guidance through major life transitions or those with specific financial questions.Explore more
Lundblade Financial Group's Social MediaPopular SearchesLundblade Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Lundblade Financial Group Org Chart

PhoneEmail
WG
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Senior Client Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lundblade Financial Group

<$5M
1-10
Private
-
-
WG
Wendy GregorySenior Client Associate
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Lundblade Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lundblade Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lundblade Financial Group.

Lundblade Financial Group Tech Stack

A closer look at the technologies used by Lundblade Financial Group

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Frequently Asked Questions Regarding Lundblade Financial Group

What is Lundblade Financial Group's official website?
Lundblade Financial Group's official website is www.lundbladefinancialgroup.com
What is Lundblade Financial Group's Revenue?
Lundblade Financial Group's revenue is <$5 Million
What is Lundblade Financial Group's SIC code?
Lundblade Financial Group's SIC: 62,628
What is Lundblade Financial Group's NAICS code?
Lundblade Financial Group's NAICS: 52,523
How many employees does Lundblade Financial Group have?
Lundblade Financial Group has 1-10 employees
What industry does Lundblade Financial Group belong to?
Lundblade Financial Group is in the industry of: Finance, Securities Trading
What is Lundblade Financial Group competition?
Lundblade Financial Group top competitors include: Copper Canyon Wealth Management, Waterford Advisors, Goodrich and Associates, Waterstone Private Wealth Management
What technology does Lundblade Financial Group use?
Some of the popular technologies that Lundblade Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Mailgun
How do I contact Lundblade Financial Group?
Lundblade Financial Group contact info: Phone number: (864) 986-4165 Website: www.lundbladefinancialgroup.com
What does Lundblade Financial Group do?

Lundblade Financial Group specializes in providing comprehensive financial planning services, including retirement planning, estate management, and college savings strategies. They prioritize transparency, protection, and collaboration, ensuring clients receive honest advice tailored to their individual needs. The firm aims to educate clients about... investing and wealth preservation while fostering long-term relationships built on open communication. Their services are designed for individuals seeking guidance through major life transitions or those with specific financial questions.Read More

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

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