Edward Jones - Financial Advisor: Rich Lundahl, AAMS™ - Tarpon Springs, Florida

John H.

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.

Kristie L.

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.

Kevin L.

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.

Don T.

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.

George M.

Exceptional 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.

Pooh P.

Although our portfolio has seen steady growth for many years, due to recent trust issues, can no longer continue to keep doing business with Mr. Lundhal. Untrustworthy. Very disappointed. His staff however is outstanding.

Kristin H.

Exceptional service and people! I would recommend Rich and His staff to anyone. My portfolio has seen steady growth. They take a vested interest in you.

suzanne M.