Hundt Financial Services

Our Vision

Hundt Financial Services, Inc. has been guiding clients towards financial security for over 49 years. Our mission is to empower individuals to achieve their financial goals and navigate life's financial challenges with confidence. We believe in the power of personalized financial planning to transform lives.

Who We Are

Founded on principles of trust, transparency, and personalized attention, Hundt Financial Services is a team of experienced financial professionals dedicated to building long-term relationships with our clients. We collaborate closely with each client to understand their unique aspirations, goals, and anxieties to tailor a comprehensive financial plan that aligns with their individual needs.

What Sets Us Apart

We take a holistic approach to financial planning, encompassing all aspects of your financial life. Our services include:

- Comprehensive Financial Planning

• In-depth interviews to understand your goals, aspirations, and concerns
• Collection of financial data and risk tolerance assessment
• Development of a personalized financial plan that outlines specific steps and strategies
• Implementation of the plan, including investment management and insurance review
• Ongoing monitoring and review to ensure your plan remains relevant and effective

- Personalized Attention

• Dedicated planner assigned to each client
• Regular communication and updates
• Access to secure online portal for account information and progress tracking
• Annual in-person meetings and ongoing communication

- Commitment to Client Success

• We celebrate your progress and milestones with you.
• We are motivated by your success and the joy you experience in achieving your goals.
• Your success is our success.

Our Team

Led by experienced financial planner Peter Hundt, our team features seasoned professionals with diverse backgrounds and expertise in investment strategies, risk management, and estate planning. We are committed to providing personalized attention, clear communication, and exceptional client service every step of the way.