Lake Avenue Financial Claim this business

jazmine jimenezon Google

a year ago

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 !

Marilyn Youngon Google

a year ago

For over 10 years Alex and Rosa Chalekian have been my families financial advisors. Alex has always responded in a timely manner to all calls and emails with the many questions I have posed.. Alex is always straightforward, knowledgeable and honest in the information and guidance he has shared. In our last lunch meeting I shared that I am a visual learner and he took the chop sticks off the table and showed me how the growth of my investments are moving... we laughed but I appreciated the time he took to break it down for me… in addition my 30 year old daughter who has investments with Lake Financial, how financial advisors should do business.. Rosa also shared advice to my daughter from her financial knowledge and her experience as a mother. Thank you Alex and Rosa! Marilyn

Ali Levinon Google

2 years ago

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.

Laura Enriquezon Google

a year ago

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.

Carla Samethon Google

2 years ago

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.