Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Lake Financial Group - Port Washington, WI

Get directions

About this business

Lake Financial Group is an independent, financial planning firm focused on helping individuals and small businesses in our community. We believe in using a holistic and educational approach to financial planning 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 four local advisors as well as specialists from our branch office located in Milwaukee. Our areas of specialty include: retirement planning, estate planning, income tax strategies, ... read more

Location details

211 N Franklin St #200, Ste 200, Port Washington, WI, 53074, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
Review Performance in the last  
6 months
NRNo reviews

Be the first to review

Sharing your experience helps others make the right decision when searching for a business like this.

No reviews

Frequently asked questions about Lake Financial Group

How is Lake Financial Group rated?

Lake Financial Group has no reviews yet. 

When is Lake Financial Group open?

Lake Financial Group is open now. It will close at 6:00 p.m.  

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com