Lake Financial Services, LLC

Staff Size

Cities Served

• Meriden
• New Haven County

Industries

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

Services

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