CALIFORNIA CONSUMER

Whether you are looking for a Financial Plan, help with a 401(k) Rollover, or have questions about Stocks or Bonds. If you need guidance on an Inheritance, Social Security, or Life Insurance; personal or business, Lake Ridge Financial can help. We have three CFP(R)'s on staff... We've built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more... Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Primary location: Monona United States