Company intelligence
Lake Avenue Financial
Helping you achieve financial independence and feel more confident about your future.
About Lake Avenue Financial
Lake Avenue Financial is a Registered Investment Advisory (RIA) firm that specializes on financial planning and wealth management services to individuals seeking financial independence. Our team of experienced advisors simplify complex financial concepts, educate and alleviate the stress surrounding financial decisions. We are fiduciaries and are legally obligated to put your best interests first. Our firm works directly with clients on a fee-only basis, doesn’t offer any proprietary products and only recommends what’s truly the best fit for your situation.
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Signals from Lake Avenue Financial
2 published signals
Products & Services
Lake Avenue Financial introduced Hazel's new planning agent priced at $300/month to replace three existing planning tools.
Reported by Alex Chalekian
Products & Services
Lake Avenue Financial employee Alex Chalekian beta tested Hazel’s financial planning agent, which can create personalized financial plans in minutes across retirement, investments, cash flow, estate planning, taxes, and insurance.
Reported by Alex Chalekian