Lakes Financial Services

At Lakes Financial Services, our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Our team is dedicated to providing you with the highest level of service and expertise in the industry. Our commitment to excellence is reflected in the long-term relationships we've built with our clients, founded on open and honest communication.

Our Services

We offer a comprehensive range of financial services, including retirement planning, estate planning, investment management, insurance planning, and tax planning. Our team of experienced professionals will work with you to understand your unique financial situation and goals, and develop a personalized plan tailored to help you achieve them. Whether you're planning for retirement, seeking to grow your wealth, or protecting your assets, we're here to help.

Our Expertise

Our founder, Glen Sundberg, has over 25 years of investing experience through many different markets. He takes pride in getting to know his clients and understanding their individual needs, allowing him to tailor-make a specialized portfolio to suit their goals. Glen continues to educate himself to bring the latest knowledge and expertise to his clients. He offers free portfolio reviews to assess individual differences in your portfolio and identify the best options for you.

Our Approach

We believe that every person and situation is unique and requires a different approach. We take the time to understand your personal situation, identify your dreams and goals, and develop a personalized plan tailored to help you achieve them. We're committed to helping you make informed decisions about your financial future, and we're dedicated to providing you with the highest level of service and expertise.

Our Commitment

Our team is committed to helping you pursue your financial goals. We offer a wide range of financial products and services to individuals and business owners, and we're dedicated to providing sound financial information to help you make informed decisions. We believe that our commitment to excellence, combined with our expertise and personalized approach, sets us apart from other financial services firms.