Breanna Lundy, Financial Advisor

FINANCIAL ADVISOR
Breanna L Lundy

CFP®, CEPA®
2 Church St, Greenwich, NY 12834opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Community Outreach
  • Traveling
  • Music

Team Members

  • Lori Lennox
    Registered Branch Associate
    FPQP®
  • Amanda Waite
    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 08:00AM - 12:00PM
Sat Closed
Sun Closed

Phone

(518) 692-2649

Fax

(855) 266-7206

Office Address

2 Church St
Greenwich, NY 12834opens in a new window

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