Broker Check


Lakeview Financial Consultants was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.


We do everything with a purpose. We plan with a purpose; We plan with a purpose, we invest with a purpose and we are in business for a purpose: To help our clients succeed!
As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that understanding the needs of our clients is vital to their success. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

Our Broker/Dealer

Among the most respected independent broker-dealers in the industry, Cambridge, member FINRA/SIPC, remains strong and growing-thanks to their conservative financial strategy and the disciplined efforts of financial professionals in their independent practices. More importantly, Cambridge believes they are thriving largely due to renewed interest in traditional values and conservative business practices.

Lakeview is Proud members of Rochester Chamber of Commerce: