Edward Jones - Financial Advisor: Rich Lundahl, AAMS®

Reviews

• DT

  Don Tobey

  Mar 22, 2021
  5.0
  If 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.
• JH

  John Harden

  Sep 17, 2020
  5.0
  Rich 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.
• KL

  Kristie Laine

  Sep 13, 2020
  5.0
  I've been a client of Edward Jones for close to 20 years and had Rich Lundahl as my financial advisor since 2008. I just recently joined Edward Jones as a Branch Office Administrator working directly for Rich and absolutely love it. I can recommend Rich as a client and also as an employee. As a client, Rich always kept me informed and addressed any concerns I had with the volatility of the stock market. Now as an employee, I see that he didn't only do this for me and my family, but also for all his clients. Rich truly cares about his clients and it shows especially during these most trying times. Rich is more than just a Financial Advisor as he is also a mentor to new Advisors and a member of the Rotary of Tarpon Springs and the Tarpon Springs Chamber of Commerce. I highly recommend Rich to become your financial advisor; come by or call the office anytime.
• KL

  Kevin Laine

  Sep 13, 2020
  5.0
  I’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®