With over 38 years of financial services experience, I am able to share with my clients many ideas and thoughts on preparing and planning for retirement and other important financial life events. The key to successful investing is to develop a strategy now that can help you reach your future goals. In my time as a financial advisor, I am grateful to have witnessed many of my clients achieve the financial goals that we developed together.
The strategies we offer and the solutions we recommend are based on what's most important to you. Whether you need to save for education expenses, reduce taxes or plan for retirement, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. In addition to, we can also work together to plan for unexpected life events to ensure you still stay on track toward your desired financial future.
Our goal is to provide a superior client experience by:
1) Understanding what is important to our clients.
2) Having an established process to build personalized strategies to help families reach their goals.
3) Partnering together through a lifetime to keep individuals on their path.
Our branch team, consisting of myself and branch administrator Cary Valdes, has a strong commitment to our community. We are involved in our church, chamber of commerce, service groups and numerous organizations that support the vibrancy of our community and NW Iowa.
At Edward Jones, we’re focused on you. We provide the investments, services and tools our clients need to work toward their financial future. In addition, the firm has thousands of people and advanced technology supporting our office so that we can help our clients work toward their financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Office Address109 Third St NE
Orange City, IA 51041
Phone NumberMark P Lundberg at (712) 737-3779
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