Patricia Kirkish12 days agoFrom
Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electronic data management. A wonderful family owned business who adopts their clients.
Dylan12 days agoFrom
Working with Alex & Lake Avenue Financial has been incredible! I have had several virtual and in person meetings with Alex, each of which has left me feeling better and more confidant about my financial future and general outlook on life. In a very short period of time he has already reduced stress & complexities associated with my financial goals, and I'm super excited to continue working with him.
Ryan Struse12 days agoFrom
Alex, Rosa and the entire team at Lake Avenue have been a part of our family for over 20 years. They have undertaken the tasks of getting our children off on the right financial footing as well and there isn’t a question that hasn’t been answered over the years by this phenomenal team of caring professionals. Put your trust in them and you will not be disappointed!!