Who We Serve — Meet the Clients of Lundervold Financial

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

*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.