Lake Avenue Financial - Pasadena, California

Overview of Lake Avenue Financial

Located at Address: 301 N Lake Ave #830, Pasadena, CA 91101, Lake Avenue Financial stands out as a premier financial services provider in Pasadena, California. With a phone number of 66892012, this firm is easily accessible for those seeking advice on managing their financial future. Their website, lakeave.com, offers a wealth of information for potential clients interested in learning more about their services.

Key Features and Services

Lake Avenue Financial specializes in providing expert guidance through various financial avenues, including:
- Financial Planning: Crafting personalized plans to help clients achieve their financial goals.
- Financial Advisory: Offering professional advice tailored to individual needs.
- Financial Consulting: Delivering strategic insights for business owners and investors.

Their commitment to client satisfaction is evident in their online appointment booking, onsite services, and inclusive policies such as language assistance and a wheelchair accessible facility. This ensures that every client, regardless of their physical abilities or language preferences, feels welcomed and supported.

Accessibility and Inclusivity

One of the standout aspects of Lake Avenue Financial is its dedication to being LGBTQ+ friendly and creating a transgender safe space. They understand that financial security is a concern for everyone and strive to make their services accessible to all. Their office is equipped with a wheelchair accessible entrance, parking lot, restroom, and seating area, demonstrating their commitment to inclusivity.

Customer Experience and Opinions

Clients have left glowing reviews, with an impressive average opinion rating of 5/5 on Google My Business. Testimonials highlight the exceptional support provided by professionals like Alex and Rosa, who are not only knowledgeable but also genuinely care about their clients' financial well-being. For those seeking reliable financial guidance, the experiences shared reflect a company that truly puts its clients first.

How to Get Started

For anyone considering reaching out to Lake Avenue Financial, it's recommended to book an appointment, as they advise. Given the positive feedback, potential clients can expect a high-quality service experience. To initiate your journey towards financial stability and peace of mind, visit their website to book an online appointment or simply explore the wealth of information provided.

Recommandation Final: If you're looking for a financial partner who combines expertise with empathy, Lake Avenue Financial is the place to be. Don't wait to secure your financial future; head over to their website today to schedule your consultation and take the first step towards achieving your financial goals. Remember, the path to financial wellness begins with the right guidance, and Lake Avenue Financial is here to provide it.

👍 Reviews of Lake Avenue Financial

jazmine J.

5/5

Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

Laura E.

5/5

Alex, Rosa and Lake Ave financial have been taking care of my family and I for three generations now. Recently, I had some financial challenges and Alex presented a solution that was workable and made me feel like I was in control again. I am ever grateful for their counsel.

Winnie L. S.

5/5

Alex and Rosa are the friends you've always wanted, who also happen to be savvy financial advisors. They are both thoughtful, kind and helpful. My husband and I couldn't be happier that we've started working with this dynamic duo!

Veronica C.

5/5

I recently had the opportunity to work with Rosa and Alex my financial advisers. Working with them has been a rewarding experience. They not only helped me clarify my financial goals but also provided the guidance and expertise necessary to achieve them. This partnership has been instrumental in setting me on a path toward financial security and peace of mind. I highly recommend seeking out their knowledgeable and trustworthy financial advisers for anyone looking to enhance their financial well-being.

Joe N.

5/5

Alek and everyone at Lake Avenue Financial have been so responsive and helpful. I greatly appreciate all the support and attention with such important matters.

Shabana S.

5/5

I highly recommend Lake Avenue Financial. Alex, Rosa, and their team have been wonderful to work with. I have peace of mind knowing my financial portfolio is being handled with care. They're always available to answer any questions or concerns I may have while keeping my best interests at the forefront. It's nice to have an advisor who listens to what matters to me and gives me guidance on how to proceed confidently.

Ali L.

5/5

Alex is, quite simply, the financial planner you want on your side. He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions. He strikes the perfect balance between protecting my assets and empowering me to do more. If you experience a big financial event, whatever that might be, Alex should be your first call.

Carla S.

5/5

I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family's finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel. We are so grateful to him for financial wisdom and counsel and to our family member who referred us to him.