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Lakeside Wealth Management

4.7

About this business

Location details

1080 S Main St, Fond du Lac, WI, 54935, United States

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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
4.719 reviews
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BRENDA L. Perkins's profile image
BRENDA L. Perkins 
a month ago

Pat and the entire staff at Lakeside Wealth Management make you feel welcome and confident of your investment. They are a team that takes the time and effort to reach a solution that best fits your needs. We do highly recommend them for yours or anyones fincial needs. 

Diane Krauss's profile image
Diane Krauss 
a month ago

We have been clients for almost twenty years, and Pat has always done a great job managing our money! His appreciation events are an added bonus! 

Dale Kuehl's profile image
Dale Kuehl 
a month ago

They are very professional, knowledgeable and friendly. All of my appointments are scheduled very timely and I very confident and comfortable with how they are handling my account. Pat is very knowledgeable. 

Tyler Wehner's profile image
Tyler Wehner 
2 months ago

Pat and his team are fantastic to work with! They always take the time to explain their strategy, give advice, and answer questions. I'm confident my investments are in good hands with Lakeside Wealth Management. 

Jan Schraufnagel's profile image
Jan Schraufnagel 
2 months ago

We have had our investments with Lakeside about 20 years. They have always been very personal and professional in our dealings with them.They have helped grow our investments . We have enjoyed our time working with everyone there 

Frequently asked questions about Lakeside Wealth Management

How is Lakeside Wealth Management rated?

Lakeside Wealth Management has a 4.7 star rating with 19 reviews. 

When is Lakeside Wealth Management open?

Lakeside Wealth Management is closed now. It will open at 9:00 a.m. 

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