Mark Lundquist, Financial Advisor

FINANCIAL ADVISOR
Mark R Lundquist

CFP®
36134 Green Street, New Baltimore, MI 48047opens 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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

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

Team Members

  • Michele Labadie
    Sr. Branch Office Administrator

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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 - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(586) 725-6224

Fax

(800) 728-8092

Office Address

36134 Green Street
New Baltimore, MI 48047opens in a new window

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