Edward Jones - Financial Advisor: Mark R Lundquist, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Mark Lundquist is a Certified Financial Planner (CFP®) and financial advisor based in New Baltimore, Michigan. He provides personalized investment guidance and financial planning services, focusing on retirement preparation, education savings, and tax-smart investing strategies. Mark emphasizes the importance of face-to-face conversations to understand his clients' unique financial goals. His practice serves individuals and families looking to build long-term wealth and navigate significant life events.

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