Lakeview Financial Group

★★★★☆
  • 6241 Woodlawn Ave N

    Seattle, WA 98103

    Map & Directions
  • 206-729-1700

About Lakeview Financial Group

Finance

Finance
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My husband and I started working with Lisa Peters, a partner with Lakeview Financial Services eight to ten years ago. We had saved and invested over the span of our working years, but weren't sure how to make sense of our investments as retirement drew near. Lisa was able to show us the 'big picture' as to where we stood, and how to best allocate for future income, as well as growth. We meet with her twice a year to get an up to date snapshot of where we stand, and she is always available to answer questions. We have utmost confidence in her counsel. Although we have not worked with her small group of partners, she had indicated that they share a similar philosophy. We have referred several friends who have also been pleased. She has been an invaluable influence on our financial planning.

4
★★★★☆

My husband and I started working with Lisa Peters, a partner with Lakeview Financial Services eight to ten years ago. We had saved and invested over the span of our working years, but weren't sure how to make sense of our investments as retirement drew near. Lisa was able to show us the 'big picture' as to where we stood, and how to best allocate for future income, as well as growth. We meet with her twice a year to get an up to date snapshot of where we stand, and she is always available to answer questions. We have utmost confidence in her counsel. Although we have not worked with her small group of partners, she had indicated that they share a similar philosophy. We have referred several friends who have also been pleased. She has been an invaluable influence on our financial planning.

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