Lakes Consulting Firm Inc - Miami Lakes, Florida

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Lakes Consulting Firm Inc.: A Trusted Financial Guidance Partner

Lakes Consulting Firm Inc. is a dedicated consultant firm committed to providing tailored financial strategies and support to individuals and families. Located in the vibrant Miami Lakes area of Florida, at Address: 6175 NW 153rd St #307, Miami Lakes, FL 33014, the firm operates with a client-centric approach, prioritizing clarity, security, and long-term prosperity. Clients can easily connect with them at Phone: 55588657, or explore their services further through their Website: lakesconsultingfirm.com. The firm is also committed to accessibility, offering a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring a comfortable experience for all visitors.

Core Services and Expertise

Lakes Consulting Firm specializes in a comprehensive range of financial services, designed to address diverse client needs. While their core focus is consultation, they demonstrably possess deep expertise in areas such as:

• 401(k) Planning: Helping clients optimize their retirement savings plans.
• Trusts (Living Trusts): Assisting with the creation and management of estate planning tools.
• IRA Rollovers: Guiding clients through the complexities of transferring retirement assets.
• College Savings Plans: Providing strategies for securing a child’s future education.

The firm’s approach suggests a proactive and thorough engagement, going beyond simple advice to build robust, personalized financial roadmaps. It’s clear that they are dedicated to establishing strong, enduring relationships with their clients.

Client Feedback and Reputation

Lakes Consulting Firm boasts an impressive average opinion of 5/5 based on reviews on Google My Business. The consistent praise highlights a commitment to exceptional service and demonstrable results. The feedback frequently emphasizes the firm’s reliability and the value of their guidance in securing a stable financial future. It appears the firm cultivates a reputation built on trust and a deep understanding of individual financial goals.

Location and Accessibility

The firm’s Miami Lakes location provides convenient access for clients in South Florida. Furthermore, the firm’s commitment to accessibility underscores their dedication to serving a broad range of clients.

Concluding Recommendation

For individuals and families seeking experienced and trustworthy financial guidance, Lakes Consulting Firm Inc. presents a compelling option. Their proven expertise, combined with a client-focused approach and a commitment to accessibility, positions them as a valuable partner in achieving financial security. We strongly encourage prospective clients to visit the firm's website at lakesconsultingfirm.com to schedule a consultation and discover how they can tailor their strategies to meet their unique circumstances.

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👍 Reviews of Lakes Consulting Firm Inc

Lacaa M.

5/5

Highly recommend Allen and his staff for all your financial planning and retirement planning needs. My family has used his firm for many years and everything they have done for us has been excellent. Everything from 401K Planning, Living Trusts, IRA Roll overs, and the Children's college savings plans, have been handled by them. Highly Recommend.