Sharon Lund, Financial Planning, Inc.
Sharon Lund, Financial Planning, Inc. (CRD# 129275) is a financial advisory firm headquartered in , . They manage $39,617,080 in 116 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts116ACCOUNTS
Average Account Value$341,527
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sharon Lund (CRD# 4726352) is an Investment Advisor Representative working at Sharon Lund, Financial Planning, Inc. in Needham, MA and has over 14 years of experience in the finance industry.