“During our first year, we’ve accomplished remarkable growth and we’re delighted to now have property and casualty insurance through Madison Mutual among our services,” Lake said. “This compliments my sixteen-plus years of experience in the insurance industry. As a Michigan native who relocated here in 2005, I’ve come to really love the greater Fulton area and it’s been my pleasure to cultivate clients in this community. In fact, many of my clients are well on their way to realizing their financial and insurance goals.
“I’ve also been making inroads to be more involved in our community. I’ve joined Fulton’s Sunrise Rotary and Moose service organizations, and I serve on the board of the Fulton Jazz Festival.
“I’m also co-founder of a business referral networking group—Fulton Beer and Chocolate Business Professionals— that meets at noon, every first and third Tuesday at Mimi’s restaurant. We are just getting started and I encourage anyone with a business who is interested to contact me for more information.”
Lake Financial offers 401(k) rollovers/transfers, Individual Retirement Accounts (IRAs), estate planning, charitable giving planning, and a wide range of other investment services. They also offer life and disability insurance. “And now, with the addition of Madison Mutual, we offer property and casualty coverage to homeowners and those with seasonal residences,” Lake said.
“In short, our financial and insurance services help people manage and grow their wealth, while protecting their property and well-being,” Lake said.
Lake can be reached at (315) 342-3450, or [email protected] For more information, visit www.lakefs.com, or find them on Facebook under “Lake Financial Services.” Lake is an investment advisor representative through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Lake Financial Services are not affiliated. Securities offered through Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC.