Lund Financial Group and our partners have been providing investment management and financial planning services to successful families and business owners since 2004. With offices close to Boston and Providence, we provide comprehensive wealth management to a select group of clients.
We work with a select group of successful individuals and families helping them achieve all that is important to them in life. We have particular experience and knowledge helping dentists and physicians make smart financial decisions and prepare for the challenges ahead. With many practices experiencing rising costs, declining reimbursements, and uncertainty about a changing healthcare system, doctors need advice more than ever.
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Contact us today at 508-316-1949 to learn more about our integrated wealth management process and to see how our "myWealth" platform can take you to an elite level of financial organization, consolidation and sophistication.
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