LAKE AVENUE FINANCIAL

Working with Alex & Lake Avenue Financial has been incredible! I have had several virtual and in person meetings with Alex, each of which has left me feeling better and more confidant about my financial future and general outlook on life. In a very short period of time he has already reduced stress & complexities associated with my financial goals, and I'm super excited to continue working with him.

I have known Alex for years. He is honest, smart, and caring. With me he went through a kind of diagnostic test of the amount of risk I could comfortably sustain. He puts client need above his own. I find him a first rate financial planner who I trust. I recommend him without qualification.

Alex has built a phenomenal practice and is well known for his professionalism, honesty, and as an industry leader. I never doubt that Alex will always do the right thing and am proud to know the incredible value the Lake Avenue Financial team brings to their clients.