Lake Financial Services, LLC

Staff Size

Cities Served

• New Haven County
• Meriden

Industries

• 401k / pension plans
• Transportation
• Law Firms
• Insurance
• Real Estate
• Hospitality/Food Service
• Retail/Sales/Wholesale
• Self-employment
• Not-for-Profits
• Professional Services
• Business Valuation
• Construction/Contractors
• Entertainment
• Manufacturing/Distribution
• Media/Advertising/PR

Services

• Bookkeeping
• Business Valuation
• Retirement Planning
• Estates/Trusts
• Partnerships
• Wealth Management
• Small Business Services
• Service Business
• Retail
• Wholesale
• Construction
• Manufacturing
• Litigation Support
• Taxation - Individual
• Accounting
• Audit
• Personal Financial Planning
• Taxation - Corporate