• Making a difference by creating strong personal relationships

    We strive to serve our clients during the financial planning process through deep and
    meaningful relationships that last for generations.

    Learn more

  • Making a difference by creating strong personal relationships

    We strive to serve our clients during the financial planning process through deep and
    meaningful relationships that last for generations.

    Learn more

  • Making a difference by creating strong personal relationships

    We strive to serve our clients during the financial planning process through deep and
    meaningful relationships that last for generations.

    Learn more

  • Making a difference by creating strong personal relationships

    We strive to serve our clients during the financial planning process through deep and
    meaningful relationships that last for generations.

    Learn more

  • Making a difference by creating strong personal relationships

    We strive to serve our clients during the financial planning process through deep and
    meaningful relationships that last for generations.

    Learn more

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Who We Are

Learn about our team and see what makes us different.

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Our Services

Have a look at our specialized services and see if they suit what you're looking for.

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Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Our Company

At Lundy Financial Services we are dedicated to providing investment management and strategic wealth planning specifically with you in mind. Simply put, we strive to be our client’s trusted advisor. As a financial advisor, my primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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Upcoming Seminars

Complimentary Dinner Seminar

Calm, Cool and Invested by Bill Swerdlick of MFS Fund Distributors

Wednesday, August 23, 2017
From 6 pm to 8 pm
Dinner at 6:00 with presentation to follow
Verona Hills Golf Course - 3175 Sand Beach Rd. Bad Axe MI 48413
RSVP by August 18, 2017

Register Now!

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