Lund Financial Management
About the Business
Lund Financial Management is a finance institution located at 43460 Ridge Park Drive in Temecula, California. As your Southern California advisors on IRAs and pensions, we specialize in helping our clients navigate the complexities of retirement planning. Our team understands the importance of managing the sequence of returns to maximize retirement income and ensure financial security in your golden years. Contact us today to learn more about how we can help you achieve your retirement goals.
Photos
Location & Phone number
43460 Ridge Park Dr Suite 200-R, Temecula, CA 92590, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jason takes excellent care of his clients and is very protective of his clients. He is very knowledgeable and takes his fiduciary responsibilities very seriously. In my experience, he has been very communicative, responsive, and he is very kind and respectful as well. I feel like he is always looking out for my best interest and is always one step ahead. I have no concerns with sending friends & family to Jason. If you are concerned about keeping your finances protected and planning for the future, I highly recommend Jason."
"Jason is one of the smartest people Ive met! He has 30 years experience and knows how to manage your assets so the Government Wont!"
"Considering the source, I will be avoiding at all cost. Beware. If these things are said in a public group just imagine the unpleasant posibilities."
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