Lake Avenue Financial - Pasadena, California

Overview of Lake Avenue Financial

Located at Address: 301 N Lake Ave #830, Pasadena, CA 91101, United States, Lake Avenue Financial stands out as a premier financial services provider in Pasadena, California. With a dedicated team offering Financial Planning, Financial Advisory, and comprehensive financial services, this firm is committed to helping individuals navigate the complexities of personal finance with clarity and confidence.

Contact Information

- Phone: 626-689-2012
- Website: Visit lakeave.com for more details.

Special Features and Services

Financial Expertise: The firm boasts a team of Financial Planners and Financial Advisors who specialize in providing personalized financial guidance. Their expertise spans across various financial planning needs, from investment advice to retirement planning.

• Online Appointments: Convenience meets professionalism with the option to schedule appointments online.
• On-site Services: For those who prefer face-to-face interaction, on-site services are readily available.
• Language Assistance: Understanding the diverse needs of their clientele, they offer language assistance to ensure everyone feels supported.
• Accessibility: Lake Avenue Financial prides itself on being wheelchair-accessible, with a car park, entrance, seating, and toilet designed for ease of access.
• LGBTQ+ Friendly: The firm is committed to inclusivity, creating a safe space for all customers.

Why Choose Lake Avenue Financial

- Transparent and Supportive Approach: Clients appreciate the honesty and supportiveness of the advisors, like Alex and Rosa, who are always ready to offer guidance and support.
- Varied Communication Preferences: Whether via email, phone, or video call, the firm ensures clients can reach out in a manner that suits them best.
- Peace of Mind: With Lake Avenue Financial, individuals feel secure in managing their finances, knowing they have a partner looking out for their best interests.

Reviews and Opinions

With a glowing average rating of 5/5 based on 40 reviews on Google My Business, the feedback from clients speaks volumes about the quality of service offered by Lake Avenue Financial. Clients consistently commend the firm on its accessibility, honesty, and the peace of mind it provides.

Recommendation

If you're seeking reliable financial guidance tailored to your unique needs, consider reaching out to Lake Avenue Financial. Whether you're planning for retirement, looking to make a significant purchase, or simply want to better understand your financial situation, their team is equipped to assist you. To start your journey towards financial clarity, visit their website at lakeave.com to schedule an appointment or explore their services further. With their commitment to customer satisfaction and accessibility, Lake Avenue Financial is ready to help you achieve your financial goals. Don't wait; take the first step towards financial empowerment today.

👍 Reviews of Lake Avenue Financial

jazmine J.

5/5

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 their services !

Laura E.

5/5

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.

Winnie L. S.

5/5

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!

Veronica C.

5/5

I recently had the opportunity to work with Rosa and Alex my financial advisers. Working with them has been a rewarding experience. They not only helped me clarify my financial goals but also provided the guidance and expertise necessary to achieve them. This partnership has been instrumental in setting me on a path toward financial security and peace of mind. I highly recommend seeking out their knowledgeable and trustworthy financial advisers for anyone looking to enhance their financial well-being.

Joe N.

5/5

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.

Ali L.

5/5

Alex is, quite simply, the financial planner you want on your side. He and Rosa continue to go to great lengths to ensure that I am comfortable, supported, educated and making smart financial decisions. He strikes the perfect balance between protecting my assets and empowering me to do more. If you experience a big financial event, whatever that might be, Alex should be your first call.

Shabana S.

5/5

I highly recommend Lake Avenue Financial. Alex, Rosa, and their team have been wonderful to work with. I have peace of mind knowing my financial portfolio is being handled with care. They're always available to answer any questions or concerns I may have while keeping my best interests at the forefront. It's nice to have an advisor who listens to what matters to me and gives me guidance on how to proceed confidently.

Carla S.

5/5

I cannot begin to tell you how incredibly wise, competent and generous this financial advisor is, Alex Chalekian. We have had a top-notch experience at Lake Avenue Financial and completely trust Alex and his team to handle our family's finances. Working with money and finances can be extremely stressful and he has made our life so much easier by his effective, comprehensive and supportive counsel. We are so grateful to him for financial wisdom and counsel and to our family member who referred us to him.