Lundy Financial Services

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

840 S Van Dyke Rd, Bad Axe, Michigan, 48...

Phone Number

(989) 269-7427

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lundy Financial Services

Lundy Financial Services is dedicated to providing investment management and strategic wealth planning tailored to the needs of their clients. They focus on building deep and meaningful relationships that last for generations, positioning themselves as trusted advisors. Their services include investments, insurance, retirement planning, and financial management. The company aims to deliver unbiased opinions to help clients achieve long-term investment results.Explore more
Lundy Financial Services's Social MediaPopular SearchesLundy Financial ServicesLundy Financial Services LLCAt Lundy Financial Services weE Lundy Financial Services LLCLundy Financial Services BadSIC Code 62,628NAICS Code 52,523Show more

Lundy Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lundy Financial Services

<$5M
1-10
Private
-
1989
RL
Richard LundyFinancial Advisor
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$6.1M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
AW
Apryl WaldmanOwner and Financial Advisor
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lundy Financial Services Tech Stack

A closer look at the technologies used by Lundy Financial Services

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Frequently Asked Questions Regarding Lundy Financial Services

What is Lundy Financial Services's official website?
Lundy Financial Services's official website is www.lundyfinancialservices.com
What is Lundy Financial Services's Revenue?
Lundy Financial Services's revenue is <$5 Million
What is Lundy Financial Services's SIC code?
Lundy Financial Services's SIC: 62,628
What is Lundy Financial Services's NAICS code?
Lundy Financial Services's NAICS: 52,523
How many employees does Lundy Financial Services have?
Lundy Financial Services has 1-10 employees
What industry does Lundy Financial Services belong to?
Lundy Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Lundy Financial Services competition?
Lundy Financial Services top competitors include: Sachs Financial Servic, SCO Wealth Management, Montecito Financial Services, BBL Financial
What technology does Lundy Financial Services use?
Some of the popular technologies that Lundy Financial Services uses are: Drupal, AddToAny, Google Tag Manager, GoDaddy DNS
How do I contact Lundy Financial Services?
Lundy Financial Services contact info: Phone number: (989) 269-7427 Website: www.lundyfinancialservices.com
What does Lundy Financial Services do?

Lundy Financial Services is dedicated to providing investment management and strategic wealth planning tailored to the needs of their clients. They focus on building deep and meaningful relationships that last for generations, positioning themselves as trusted advisors. Their services include investments, insurance, retirement planning, and financi... al management. The company aims to deliver unbiased opinions to help clients achieve long-term investment results.Read More

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

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