A native of Michigan, Lake relocated to upstate New York in 2005 and continued her career in the financial services industry serving central New York.
“I always been interested in the financial field,” said Lake. “It’s a natural extension of my focus on offering clients a comprehensive plan to protect themselves and their assets. I believe in a holistic approach that combines life, casualty, and disability insurance with sound financial planning.”
Lake said that one of the most exciting aspects of establishing her own agency is the opportunity to create relationships with area professionals. “These relationships help me offer a greater level of service by providing clients with viable references that may benefit them greatly in the areas of estate and succession planning and their overall financial wellness. I like to help people and simplify their lives.”
Lake offers convenient in-home appointments that focus on education and finding solutions to clients’ individual needs. “I want people to fully understand the options that are available to them and how specific products/services can assist them in meeting their goals. It’s about working together to make informed decisions and creating portfolios in an accessible format that are easy to understand,” said Lake.
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.
She currently resides in Fulton, NY with her husband, and is a member of the Fulton Sunrise Rotary Club. For more information on Lake Financial Services contact Janet Lake (formerly Janet Cashman-Shipman) at 315-342-3450 or visit www.LakeFS.com.