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Lake Avenue Financial
- Financial Services
- Pasadena, CA
About this business
Wealth Management With Your Goals In Mind It's time to work with an objective financial firm that has your goals in mind - not one selling financial products. We work closely with successful professionals, business owners, retirees and independent women seeking to protect and grow their assets. Lake Avenue Financial provides a proactive approach to comprehensive wealth management. Our experienced independent financial advisors connect your current financial situation with your retirement, investment, tax and estate goals. We... read more
Location details
70 S Lake Ave #820, Ste 820, Pasadena, CA, 91101, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
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.
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 the... read more
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!
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.
Frequently asked questions about Lake Avenue Financial
How is Lake Avenue Financial rated?
Lake Avenue Financial has a 4.9 star rating with 49 reviews.
When is Lake Avenue Financial open?
Lake Avenue Financial is open now. It will close at 6:00 p.m.
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