Skip to content

Lake Financial GroupFinancial advisor in Port Washington, WI

Lake Financial Group is a financial advisor at 102 E Pier St, Port Washington, WI 53074. 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.

Port Washington, WI0 paid placements in any rankingHow we rank

Call (262) 268-9900Website ↗

Key facts

Key facts about Lake Financial Group
Address102 E Pier St, Port Washington, WI 53074Get directions
Phone(262) 268-9900
Websitelakefg.com
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 3 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category

Service area

Serves Port Washington and 11 towns within 25 miles: Grafton, Cedarburg, Mequon, West Bend, Brown Deer, Germantown, Glendale, Richfield, Menomonee Falls, Whitefish Bay and Shorewood.

Based in Port Washington, WIView on map

Opening hours

Opening hours for Lake Financial Group
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lake Financial Group

What are Lake Financial Group’s hours?

Lake Financial Group is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lake Financial Group serve?

Serves Port Washington and 11 towns within 25 miles: Grafton, Cedarburg, Mequon, West Bend, Brown Deer, Germantown, Glendale, Richfield, Menomonee Falls, Whitefish Bay and Shorewood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Lake Financial Group?

Call Lake Financial Group on (262) 268-9900. The business is at 102 E Pier St, Port Washington, WI 53074. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Lake Financial Group? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile