Lake Point Advisory Group Plano Office

Elvis Crocker _{on Google}

Dec 7th, 2020

Janet and I joined with Lakepoint Group when I retired in 2018 and we couldn't be Happier. David and Kathy Cain have gone above and beyond in their service and made us feel like a member of the family. They even sent me a nice gift when i was recovering from heart surgery. I was a little nervous about retirement but they have really helped make it a joy by helping us understand the financial side of things. I would recommend them to anyone without hesitation.

Paula Smith _{on Google}

Aug 14th, 2020

My husband and I met David Cain 4 years ago at a financial planning seminar. His depth of knowledge and ability to deliver the information in an easy-to-understand manner not only met but exceeded our expectations. He listened intently as we explained our desired goals for retirement. David has provided us much needed advice and guidance. We are very happy with the personal service David continues to provide us and we highly recommend him to anyone seeking a high caliber Fiduciary. We look forward to working with David for many more years to come.

Judy Chapla _{on Google}

Jul 31st, 2020

My advisor is David Cain, and I'm so lucky to have him. His quality as my advisor and a person is more than the 5 star rating. Such a kind and caring person.

Chris Chapla _{on Google}

Jul 1st, 2020

David Cain and the Plano office of Lakepoint Financial are responsible for not only good financial performance, but they also have shown excellent personal service. They are not only concerned with my money, but want to share in life events to make sure my financial plan remains in sync with my life.
David is extremely responsive and always available if I need something. I truly believe that he is motivated by his desire to be of service regardless of whether he is making money personally. As a result, he makes us both successful.
I have recommended David in the past and will continue to do so in the future. If you want excellent personal service and successful financial planning, David is the one you need on your team.

Ricky Bourland _{on Google}

Feb 8th, 2021

We met David Cain about 4 years ago. After several meetings with him, and “drilling” him with our questions, we selected him as our financial advisor. David has been available for us at any time we had concerns or questions. If he’s not able to answer his phone immediately, he gets back to us the same day. We have been extremely satisfied in our decision to trust David to handle our portfolio. David is genuinely concerned about all of his clients. We have attended many of his Lunch and Learn meetings (they are virtual until COVID is controlled) which have been beneficial to keep us up to date on this volatile market. David’s best attributes are that he is a man of faith and family. We simply trust him and his exceptional knowledge of the financial field.