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You have a voice in every life cycle.

Together let's transform your money.

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Suzanne Lundeen Abrams, Founder

Financial Services that are specialized to help clients from 65+ with the following services:

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  • Asset Management

  • Financial Planning

  • Legacy Planning

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LET'S SCHEDULE!

We are here to help

no matter where you are on your journey.

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©2024 Lundeen Abrams Advisors

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Lundeen Abrams Advisors (“RIA Firm”) is a Registered Investment Advisory located in Minnetonka, MN (Registration of an Investment Adviser does not imply any level of skill or training). Lundeen Abrams Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Lundeen Abrams Advisors' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lundeen Abrams Advisors' web site on the Internet should not be construed by any consumer and/or prospective client as Lundeen Abrams Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lundeen Abrams Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lundeen Abrams Advisors, please contact the state securities regulators for those states in which Lundeen Abrams Advisors maintains a registration filing. A copy of Lundeen Abrams Advisors' current written disclosure statement discussing the RIA Firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lundeen Abrams Advisors upon written request. Lundeen Abrams Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lundeen Abrams Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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