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About

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 pursue long term investment results.

Here at Lundy Financial Services we believe and rely on the highest levels of trust, integrity and respect while always collaborating using a team approach with each individual investor.

Our dedication to our clients is to professionally support, educate, and provide informed direction to each individual investor.

About

  • Our Team
  • Our Philosophy
  • Our Process

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840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  •  bshaw@summitfn.com

Lundy Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Registered Representatives of Cetera Advisor Networks may only conduct business with residents of the United States and/or jurisdictions in which they are properly registered. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

Cetera Advisor Networks LLC and its affiliates and Lundy Financial Services do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

Contact Us: 989-269-7427 | Toll-Free: 888-989-6828

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