Lake Avenue Financial

Alex and Rosa have taken care of me for several years now and have patiently walked me through all the financial pros and cons to navigating and updating all the electronic data management. A wonderful family owned business who adopts their clients.
Mar 22nd, 2024

Alex, Rosa and the entire team at Lake Avenue have been a part of our family for over 20 years. They have undertaken the tasks of getting our children off on the right financial footing as well and there isnt a question that hasnt been answered over the years by this phenomenal team of caring professionals. Put your trust in them and you will not be disappointed!!
Jan 7th, 2024

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.
Oct 10th, 2023

Alex and team at Lake Avenue Financial were amazing to work with! When we reached out to them, my wife and I knew we were generally doing what we were supposed to do in terms of saving for retirement, but we had no idea about specifics or even how to start thinking about future finances in a structured way. We wanted to know if we could upsize our housing, how many kids we could afford to have, and how much we could afford to spend on a new car. We also wanted to know how much doing those things now could affect the age we could retire and how much we could spend monthly in retirement. Alex and team helped us answer all those questions clearly for the first time. If youre wondering the same things, I would highly recommend Alexs team and their services!
Sep 3rd, 2023

I have had the privilege of working with Alex, Rosa, and their team for many many years. I can say with immense enthusiasm that you cannot a better firm to work with. They have been so tenacious, hard working, and determined to make sure your money is safe, secure, and in the best of hands, no matter what comes. Do not look anywhere else but here for incredible business!
Aug 17th, 2023