Lakeview Financial Consultants

Description

• Lakeview Financial Consultants, Inc. is a boutique firm that offers custom investment plans and accounts tailored to each clients needs and goals. With over 35 years of experience, we take care of our clients and have earned their trust. We offer holistic planning, providing advice and support for all aspects of your financial life. Lakeview Financial Consultants provides services for many of lifes phases including a wide range of investment products and plans. We help our clients prepare for retirement through 401(k), 403(b), Roth, and SEP and Simple IRA plans. We also assist with tax planning, college funding, estate plans, and asset management, as well as insurance planning, including disability, life, long-term care, and individual and group health plans. We specialize in planning for generation wealth transfers, an important step for conserving and distributing assets to the next generation and preferred charitable causes. In defining your goals we can develop a strategy for fulfilling your wishes that aligns with your values and helps secure your legacy in the most cost-effective and tax-efficient manner possible.
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  Headquarters:950 West University Drive Suite 103, Rochester, Michigan, United States

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  Phone Number: +1 248-845-4776

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  Website: http://www.lakeviewfc.com/

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Lakeview Financial Consultants

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• |  NAICS Code: 523920  |

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