Lund Financial Group's advisors and their partners have been providing investment management consulting and financial planning services to successful families and business owners since 2004. With offices close to Boston and Providence, our advisors provide comprehensive wealth management to a select group of clients.
We work with a select group of successful individuals and families, helping them achieve all that is important to them in life. Our advisors have particular experience and knowledge helping dentists and physicians make smart financial decisions and prepare for the challenges ahead. With many practices experiencing rising costs, declining reimbursements, and uncertainty about a changing healthcare system, doctors need advice more than ever.
Watch a short video to learn more about how we may help you.
Contact us today at (508) 316-1949 to learn more about our integrated wealth management process and to see how our "myWealth" platform may take you to an elite level of financial organization, consolidation and sophistication.
This report identifies the common problems and overlooked opportunities in the business of operating a dental practice today.
Get your report now.