Lake Financial Group - Port Washington, Wisconsin

Introduction to Lake Financial Group

For individuals and businesses seeking expert financial consulting services, Lake Financial Group presents a noteworthy option. Located in Port Washington, Wisconsin, this firm offers a tailored approach to financial management, aiming to provide clients with clarity and strategic direction. This overview will delve into the specifics of Lake Financial Group, covering its location, contact information, services, accessibility features, and current client feedback.

Lake Financial Group operates from its office at 102 E Pier St, Port Washington, WI 53074. Their commitment to accessibility is evident in their facilities, ensuring inclusivity for all clients. Clients can easily reach the firm by telephone at 2622689900 or through their website, lakefg.com. It’s recommended to schedule an appointment to ensure dedicated attention to your financial needs.

Services Offered: Financial Consulting Expertise

The core specialty of Lake Financial Group is financial consulting. They assist clients with a range of financial matters, potentially including:

• Financial Planning: Developing personalized plans for achieving financial goals, encompassing retirement planning, investment strategies, and estate planning.
• Investment Management: Offering guidance on investment portfolios, risk assessment, and asset allocation to maximize returns while mitigating risk.
• Retirement Planning: Providing strategies for maximizing retirement savings and ensuring a comfortable retirement income.
• Tax Planning: Analyzing tax implications of financial decisions and identifying opportunities for tax optimization.
• Business Financial Consulting: Supporting businesses with financial analysis, budgeting, forecasting, and strategic planning.

While the specific scope of their services may vary depending on individual needs, the overarching goal is to empower clients with the knowledge and tools to make informed financial decisions.

Accessibility Features at Lake Financial Group

Lake Financial Group demonstrates a strong commitment to inclusivity by offering several accessibility features. These include:

• Wheelchair Accessible Entrance: Ensuring easy access for individuals using wheelchairs.
• Wheelchair Accessible Parking Lot: Providing designated parking spaces for individuals with mobility impairments.
• Wheelchair Accessible Restroom: Offering a fully accessible restroom facility.
• Restroom: A standard restroom is available for all clients.

These provisions highlight the firm's dedication to accommodating clients of all abilities. Contacting the office beforehand to confirm specific accessibility needs is always advisable.

Client Feedback and Reputation

Currently, Lake Financial Group has 0 reviews on Google My Business. This indicates a relatively new or emerging business within the local financial consulting landscape. The average opinion is 0/5, reflecting the lack of readily available client feedback. It is crucial for potential clients to conduct their own research and seek independent recommendations before engaging with any financial advisor. The absence of reviews suggests an opportunity for the firm to actively solicit and share client testimonials to build trust and credibility.

Contact and Further Information

For those interested in learning more about Lake Financial Group, the following information is readily available:

• Address: 102 E Pier St, Port Washington, WI 53074
• Phone: 2622689900
• Website: lakefg.com

We recommend visiting the website to explore the firm's services in greater detail and to understand their approach to client relationships. Scheduling an appointment allows for a personalized consultation and assessment of your specific financial needs. The firm’s commitment to accessibility further solidifies its position as a client-focused organization.

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