Why Lundervold Financial
What Makes Us Different
Financial advisors who talk to you
If there is one thing we hate to hear, it’s when people tell us they try to reach their financial advisors and they either have to wait for days to get a return call or no one calls them back. No one wants to feel like they’re a number when they deal with someone they’ve entrusted with their financial future. We are committed to making sure that when you need to speak to someone at our office, we make ourselves available. If we don’t pick up when you call, leave a message and we will call you back the same day, or by the next business day. It’s our commitment to you, and we hope you’ll do the same for us.
Here are three ways you can reach us:
Financial planning for everyone, not just the wealthy
One of the misconceptions we aim to correct is the idea that planning for retirement and financial planning is only for the wealthy. Sure, we work with ultra-high-net-worth individuals and families, but most of our clients come from Middle America: Working families who want to enjoy retirement and leave a legacy for their children and grandchildren. Read more about our clients.
We are based in Oakdale, Minnesota, where the median household income is just over $70,000, the median home price is $232,900 and less than a third of us have college degrees (Census Quick Facts). Most of our clients are based in the Twin Cities area, but we also serve clients throughout Minnesota, the United States and even beyond our borders.
Financial seminars that educate, rather than sell
The Lundervold Financial team regularly presents in-person seminars on a variety of topics pertaining to retirement planning, investing, and managing wealth. Each event includes a presentation from one of our own financial advisors or from one of our peers in the industry. Our programs are informal, and our guests are encouraged to ask questions and join the conversation.
Learn more about our financial seminars:
Annuity Basics Financial Seminar
Are you ready to take
The Next Step in planning for your financial future?
For more information about any of our products and services, to schedule a meeting or to register for one of our financial and retirement planning seminars, choose one of the options below, or let’s talk the old-fashion way. Call us at 651.209.1906.
