LUNA Financial Services, LLC is a full-service financial services firm serving individuals, families, and businesses seeking to sustain and grow their wealth. With more than a decade of experience and over a thousand clients served, the firm takes a personalized, client-first approach, building financial strategies around each client’s circumstances and goals. Its guidance covers saving for college, preparing for retirement, and pursuing greater financial clarity and independence.

Services include life, property, and casualty insurance; customized investment planning; annuities designed to provide retirement income; and mutual fund guidance. LUNA also helps families explore college savings options, including 529 plans and specialized accounts, and supports business owners planning an exit through valuation, strategy, and negotiation guidance. The firm emphasizes protecting wealth, responsible growth, and adapting plans as clients’ needs evolve. Prospective clients can book a consultation to discuss their financial priorities. Securities and advisory services are offered through LPL Financial, a registered investment advisor and FINRA/SIPC member; services are limited to residents of states where associated representatives are properly registered or licensed.