Who We Serve — Meet the Clients of Lundervold Financial

Serving retirees and pre-retirees throughout Minnesota and the United States

Learn More About Lundervold Financial and Our Clients

  • Retirees and pre-retirees

  • Pre-retirees with self-directed 401k and IRA plans

  • Suddenly single (widowed, divorced)

  • Families

  • Beneficiaries

  • Suddenly unemployed

*Lundervold Financial does not provide estate planning, but can work along side our clients’ estate planning attorney. If you are looking for an estate planner, we can refer you to professionals who provide the following services: trusts, probate, charitable giving, estate planning, and tax planning.

Meet with Lundervold Financial

For more information about our clients and who we help, contact us or browse our upcoming events for new and existing clients.

Or give us a call at 651.209.1906