Lund Financial Management - Temecula, California
Address: 43460 Ridge Park Dr Suite 200-R, Temecula, CA 92590, United States.
Phone: 6192007141.
Website: lundfinancialmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Lund Financial Management
⏰ Open Hours of Lund Financial Management
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
Lund Financial Management: A Comprehensive Financial Planning Firm
Lund Financial Management is a financial planning firm located at 43460 Ridge Park Dr Suite 200-R, Temecula, CA 92590, United States. They can be reached at 6192007141 or through their website: lundfinancialmanagement.com.
Characteristics and Specialties
As a financial planner, Lund Financial Management prioritizes the protection and planning of their clients' finances. They take their fiduciary responsibilities very seriously and are committed to providing excellent care for their clients. The firm's expertise lies in developing and implementing comprehensive financial plans that align with their clients' goals and values.
Accessibility and Other Points of Interest
Lund Financial Management offers wheelchair-accessible parking, entrance, and toilet facilities, making it a convenient option for clients with mobility concerns. They recommend scheduling appointments in advance to ensure a smooth and efficient visit.
Client Experiences and Opinions
With three reviews on Google My Business, Lund Financial Management has earned an average rating of 3.7/5. Clients have praised the firm for its knowledgeable and communicative approach, as well as its genuine care and respect for its clients' best interests. One client shared, "Jason is very protective of his clients and takes his fiduciary responsibilities very seriously. He is very kind and respectful, and I always feel like he is one step ahead, looking out for my best interest."
Recommendation
Lund Financial Management is an ideal choice for those seeking a financial planning firm that takes a proactive and protective approach to their clients' finances. Their commitment to personalized care, communication, and expertise sets them apart as a reliable and trustworthy partner for financial planning. If you are concerned about safeguarding your financial future and need a comprehensive plan tailored to your unique needs, consider contacting Lund Financial Management through their website or by phone.
👍 Reviews of Lund Financial Management
