Lake Avenue Financial - Pasadena (CA)

5 /5 jazmine jimenez: Nothing but great things to say about Lake View Financial . Alex and Rosa have been extremely supportive and helpful with tips on how I can better manage my money. They’re always accesible to me and easy to reach, whether it’s through email, phone call or video call . I appreciate how honest Alex is, he is always looking out for my best interest. Gives me a big peace of mind to run things by him whether that’s looking to buy a new car, renting a new apartment, or simply planning what life throws at you. Very pleased with their services !

5 /5 Marilyn Young: For over 10 years Alex and Rosa Chalekian have been my families financial advisors. Alex has always responded in a timely manner to all calls and emails with the many questions I have posed.. Alex is always straightforward, knowledgeable and honest in the information and guidance he has shared. In our last lunch meeting I shared that I am a visual learner and he took the chop sticks off the table and showed me how the growth of my investments are moving... we laughed but I appreciated the time he took to break it down for me… in addition my 30 year old daughter who has investments with Lake Financial, how financial advisors should do business.. Rosa also shared advice to my daughter from her financial knowledge and her experience as a mother. Thank you Alex and Rosa! Marilyn

5 /5 Laura Enriquez: Alex, Rosa and Lake Ave financial have been taking care of my family and I for three generations now. Recently, I had some financial challenges and Alex presented a solution that was workable and made me feel like I was in control again. I am ever grateful for their counsel.

5 /5 Veronica Carbajal: I recently had the opportunity to work with Rosa and Alex my financial advisers. Working with them has been a rewarding experience. They not only helped me clarify my financial goals but also provided the guidance and expertise necessary to achieve them. This partnership has been instrumental in setting me on a path toward financial security and peace of mind. I highly recommend seeking out their knowledgeable and trustworthy financial advisers for anyone looking to enhance their financial well-being.

5 /5 Winnie Lau Switalski: Alex and Rosa are the friends youve always wanted, who also happen to be savvy financial advisors. They are both thoughtful, kind and helpful. My husband and I couldnt be happier that weve started working with this dynamic duo!