Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®Financial advisor in Mentor, OH
Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP® is a financial advisor at 7990 Sweetgum Trail, Mentor, OH 44060, ranked #3 of 108 financial advisors in Mentor and rated 5.0 from 23 Google reviews. Open Monday to Friday.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
Mentor, OHUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 7990 Sweetgum Trail, Mentor, OH 44060Get directions |
|---|---|
| Phone | (440) 589-7700 |
| Website | lakehousefamilywealth.com |
| Hours | Monday to Friday: 9 AM – 5 PM |
| Google rating | 5.0 from 23 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial Plannersbusiness name
- Wealth Managementbusiness name
- Investment Advisorsadditional Google category
Service area
Serves Mentor and 11 towns within 25 miles: Painesville, Willoughby, Eastlake, Wickliffe, Willowick, Mayfield Heights, Euclid, Richmond Heights, Lyndhurst, South Euclid and Collinwood.
Opening hours
| Day | Hours |
|---|---|
| Monday | 9 AM – 5 PM |
| Tuesday | 9 AM – 5 PM |
| Wednesday | 9 AM – 5 PM |
| Thursday | 9 AM – 5 PM |
| Friday | 9 AM – 5 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
Questions about Lakehouse Family Wealth | Financial Advisor | Financial Planning & Wealth Management - Benjamin Simerly, CFP®
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