Lake Avenue Financial is a financial planner located in Pasadena, California, serving clients throughout the 91101 area. Specializing in comprehensive financial planning, the firm provides tailored strategies to help individuals and families manage their finances effectively. With a focus on clear communication and personalized service, Lake Avenue Financial supports clients in achieving their long-term financial goals.

Based at 301 N Lake Ave #830, Lake Avenue Financial offers a range of services including retirement planning, investment management, and tax-efficient strategies. The firm understands the unique financial challenges faced by Pasadena residents and aims to deliver solutions that align with each client’s specific circumstances. Emphasis is placed on building trust and providing transparent guidance throughout the financial planning process.

Clients can access Lake Avenue Financial’s expertise through both onsite consultations and online appointments, accommodating different preferences and schedules. The office is closed on Sundays but remains available throughout the rest of the week for consultations and ongoing financial advice. Language assistance is also offered to ensure clear understanding and effective communication.

By maintaining a commitment to reliable financial planning and responsive client service, Lake Avenue Financial has established a strong presence within the Pasadena community. Those seeking professional guidance on managing their financial future can contact the office at 626-689-2012 for more information about available services and appointment scheduling.