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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
70 S Lake Ave #820, Ste 820, Pasadena, CA, 91101, United States
Get directionsWeekday | 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 |
For over 10 years Alex and Rosa Chalekian have been my families financial advisors. Alex has always responded in a timely manner to all calls and emails with the many questions I have posed.. Alex is always straightforward, knowledgeable and honest in the information and guidance he has shared. In our last lunch meeting I shared that I am a visual learner and he took the chop sticks off the table and showed me how the growth of my investments are moving... we laughed but I appreciated the time he took to break it down for me... read more
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!
Lake Avenue Financial has a 4.9 star rating with 50 reviews.
Lake Avenue Financial is open now. It will close at 6:00 p.m.
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