Rich Lundahl, Financial Advisor located in Tarpon Springs, FL

Financial Advisor
Rich Lundahl

AAMS®
22 N Safford Ave, Tarpon Springs, FL 34689opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Backpacking
  • Mountain Biking
  • Skiing
  • Sailing
  • Triathlons

Team Members

  • Shane Frye
    Associate Financial Advisor
  • Kristie Laine
    Sr. Branch Office Administrator
  • Nickie Mercier
    Sr. Branch Office Administrator
  • Laurel Bennett
    Branch Office Administrator
  • Brooke Felder
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(727) 945-8911

Fax

(877) 222-1409

Office Address

22 N Safford Ave
Tarpon Springs, FL 34689opens in a new window

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