Lake Financial Group is an independent, financial services firm focused on helping individuals and small businesses in our community. We believe in using a holistic and educational approach to financial awareness making sure our clients not only understand what they are doing, but why they are doing it. At Lake Financial Group, our team consists of local Financial Professionals as well as specialists from our branch office located in Milwaukee. Our priority is helping you take care of yourself, your family, and your business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 102 E. Pier Street, Port Washington,wisconsin 53074,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lakefg.com
- Keywords
- Lake Financial Group focuses on 14 main areas. For individuals and their families, we are experienced in financial planning, tax strategies*, retirement planning, wealth management, insurance/protection strategies, asset allocation & location, opportunity “fund" savings, and estate strategies. For businesses, we provide qualified retirement plans, 401k, profit-sharing, & pension, key person programs, executive benefits & deferred compensation plans, business succession planning, employee benefit plans, and employee education seminars. *Equitable Advisors does not provide legal, accounting or tax advice. You should consult your own legal, accounting and/or tax professional for such advice..
- HQ
- Port Washington, Wisconsin
- Competitors
- Seedily, eMoney Advisor, LPL Financial.
Lake Financial Group Questions
Lake Financial Group's website is lakefg.com
Lake Financial Group's LinkedIn profile is https://www.linkedin.com/company/lake-financial-group
Lake Financial Group has
10 employees.
View email and phone details for 10
employees at Lake Financial Group.
Lake Financial Group's industry is
Financial Services
Lake Financial Group's categories are Financial Services
Lake Financial Group's founding year is 2013
