Mark Lundquist, Financial Advisor located in Rochester, MI

Financial Advisor
Mark R Lundquist

CFP®
1600 Parkdale Rd Suite 100, Rochester, MI 48307opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Outdoor Enthusiast
  • Baseball
  • Running

Team Members

  • Michele Labadie
    Sr. Branch Office Administrator
  • Yvette Musto
    Registered Branch Associate
  • Brooke Colombo
    Sr. Branch Office Administrator
  • Chris McDevitt
    Sr. Branch Office Administrator
  • Gabrielle Louwers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri Closed for Holiday
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(586) 725-6224

Fax

(888) 232-1568

Office Address

1600 Parkdale Rd Suite 100
Rochester, MI 48307opens in a new window

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