Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Rich Lundahl, AAMS®
22 N Safford Ave, Tarpon Springs, FL
34689, United States
Hours
Reviews
4.5
8 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star
1
- DTDon TobeyMar 22, 20215.0If you are looking for a financial advisor who responds personally not only to your investments, but also about you, your life, your family a how your investments relate to them, then Rich is that advisor. I consider him a friend. During this Covid-19 year with all the ups and downs, he has grown my accounts. His office staff is equally responsive, happy and friendly. I recommend him highly.
- JHJohn HardenSep 17, 20205.0Rich Lundahl has been my financial advisor for over 6 years. He provided excellent guidance and advice from day one and maintains regular contact. Rich goes the extra mile, knowing my wife and I are very busy, he does not let us neglect our portfolio. Rich is both patient and assertive, bringing things to us that need timely action. Most importantly, our portfolio has grown in value under his stewardship and we are on track with our retirement goals. Rich is a smart and clear thinking financial professional with an impressive breadth of knowledge in his field. Rich demonstrates rare, high-level professionalism and integrity which is both comforting and valuable when making important financial decisions.
- GMGeorge MitsisSep 14, 20205.0Exceptional service and individual attention sets Rich and his team above all the rest. My investments have seen excellent growth, and are the best they have been to date. I have been his client since 2008, and I fully recommend his services.
- KLKevin LaineSep 13, 20205.0I’ve had the pleasure of being an Edward Jones client for almost 2 decades and have been working with Rich Lundahl since 2008. Rich has the heart of a teacher and doesn’t let me make a financial decision without knowledge of what I’m investing in and understanding what it’s all about. Rich has quarterly reviews with me to ensure that I’m planning on reaching my retirement goals and if anything slips he has several suggestions on how to get it back on track. Even with all of the ups and downs and uncertainty of the market, Rich has a calm demeanor and a voice of reason that helps me remain calm. I feel confident that Rich makes the best recommendations on where to put my investments but again, he lets me make that final decision based on what he’s taught me. I would recommend Rich to anyone looking to make a long term financial plan.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rich Lundahl, AAMS®
What services does Edward Jones - Financial Advisor: Rich Lundahl, AAMS® offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Rich Lundahl, AAMS® located?
Their office is at 22 N Safford Ave, Tarpon Springs, FL 34689, US.
What are the office hours for Edward Jones - Financial Advisor: Rich Lundahl, AAMS®?
The office is open Monday to Thursday from 8 AM to 5 PM, Friday from 8 AM to 4 PM, and closed on Saturdays and Sundays.
How can I contact Rich Lundahl at Edward Jones?
You can contact Rich Lundahl by phone at +1 727-945-8911 or via email at rich.lundahl@edwardjones.com.
Does Edward Jones - Financial Advisor: Rich Lundahl, AAMS® offer online or mobile app options?
Yes, they have mobile apps available on both Android and iOS platforms for convenient access to services.
How can I schedule a consultation with Rich Lundahl?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/rich-lundahl/contact/
What nearby financial advisors are located close to Edward Jones - Financial Advisor: Rich Lundahl, AAMS®?
Nearby financial advisors include Edward Jones - Financial Advisor: Nicholas Santana and Edward Jones - Financial Advisor: Barret Roosa, offering additional resource options.
Are there any restaurants near Edward Jones - Financial Advisor: Rich Lundahl, AAMS®?
Yes, nearby restaurants include Tarpon Tavern (American), The Bistro (Italian/Mediterranean), and Tuscan Sun (Italian), great options for dining before or after your visit.
What recreational or outdoor attractions are close to Edward Jones - Financial Advisor: Rich Lundahl, AAMS®?
Pinellas Trail - Tarpon is a nearby park and trail suitable for a relaxing walk or bike ride near the office.
Where can I find coffee or a casual spot near Edward Jones - Financial Advisor: Rich Lundahl, AAMS®?
Urban Grounds, a coffee shop and bakery smoothie juice bar, is close by for a quick coffee or snack when visiting the area.