Holly Lundberg
CLU, ChFC, AEP, MSFS, CLTC
Your Trusted Advisors



 
 

World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.466.1119 ·  Fax: 516.466.8289
 

 
Your Trusted Advisors



Experience and Trust.
c/o SDL Agency
148 Madison Avenue, 15th Floor
New York, NY 10016

Phone:  212.779.4850 x3035
Fax:      212.779.0292

Email: hlundberg@cpasllc.com


Insurance Specialist
Cornerstone Professional Advisor Services, LLC

Holly has been providing insurance coverage and overall financial services to high net worth individuals, business owners, professionals and their families since 1970.

Holly holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner from the American College in Bryn Mawr, Pennsylvania.    She has conducted seminars on financial, business and retirement planning and is frequently asked to speak to groups and organizations.  She has been interviewed on the radio discussing ways individuals can reach their goals.  Holly has taught courses on investments, insurance and financial planning.  Her interest and concern for people enables her to provide prudent and caring guidance to her clients.

Ms. Lundberg is a graduate of Pace University with a Master of Sciences in Financial Services degree.









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World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.408.1160 ·  Fax: 516.408.1154