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November 2023 by Pauline Duffey
Sander & Julie have done an amazing job for us!After all these years of putting our trust in them, we are financially set for our future and enjoying our retirement!We highly recommend them!
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December 2022 by Marcy Davidson
Mr. Ludeman was recommended to me by my CPA and attorney. I felt he was thoughtful, careful and his recommendations have put me in a better financial situation each year I've worked with him. At the end of the day, I think he's best as a finance teacher.
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December 2020 by Laurie Krosch
After relocating and switching jobs I asked for recommendations from family and friends for a financial advisor to help me rollover my 401K and other financial goals and was given Sander Lundeman’s name. After rolling over my 401K and receiving his fees and commission my accounts were transferred, without my consent to another advisor whom I never met. To add insult to injury I only learned about the change when I called in with a question. I never received a call or explanation and again, I certainly did not consent to the change. If I could give a zero star rating I would.
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December 2020 by Doug Mason
I've worked with Sander over a decade. He's been invaluable to myself and my family. I like that he's a Marine veteran and I feel an important part of our community. Many people I know count on his guidance.
