Lakeshore Advisors - Winter Park, Florida

Address: 174 W Comstock Ave, Winter Park, FL 32789, United States.
Phone: 3214645122.
Website: lakeshore-advisors.com
Specialties: Financial advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lakeshore Advisors

☎️3214645122

⏰ Open Hours of Lakeshore Advisors

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5:30 PM
Saturday: Closed
Sunday: Closed

About Lakeshore Advisors

Lakeshore Advisors is a distinguished financial advisory firm located at 174 W Comstock Ave, Winter Park, FL 32789. With a strong commitment to personalized and expert financial guidance, this firm has established itself as a trusted resource for individuals seeking to navigate the complex world of finance. The company can be reached via phone at 3214645122, and more details about their services and insights can be found on their website.

Key Features and Accessibility

Lakeshore Advisors stands out not only for its professional services but also for its commitment to inclusivity. The firm boasts a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that all clients, regardless of mobility, can access their services comfortably. This attention to detail reflects the company's broader values of accessibility and equality.

Expertise and Client Satisfaction

The firm specializes in financial advising, offering a suite of services designed to meet a wide range of financial needs. Client testimonials highlight the exceptional service provided by Coleman, one of their advisors, who is praised for being highly knowledgeable, patient, and detail-oriented. Coleman's ability to explain every financial option thoroughly and craft personalized plans has led to a remarkable level of client satisfaction. Many clients express their happiness with the ongoing support and tailored advice, echoing the average rating of 5/5 on Google My Business based on 28 reviews.

What Clients Look For

Personalized Financial Advice
Trustworthy Guidance
Expert Insight
Accessible Facilities

These attributes make Lakeshore Advisors a standout choice for anyone seeking financial clarity and strategy. The firm's ability to combine deep expertise with a client-centric approach sets it apart in the competitive financial advisory landscape.

For Those Considering Lakeshore Advisors

If you're in the search for reliable financial advice tailored to your unique situation, Lakeshore Advisors is certainly worth considering. Their location in Winter Park, FL, is conveniently accessible, and the firm's commitment to inclusivity ensures that everyone can benefit from their services. Below are some steps to get started:

- Contact Them: Reach out via phone at 3214645122 or visit their website at lakeshore-advisors.com to schedule a consultation.
- Explore Their Services: Familiarize yourself with the range of financial advisory services they offer to see how they might align with your goals.
- Read Reviews: Take a moment to read the glowing reviews on Google My Business to gain insight into the company's reputation and the quality of their work.

👍 Reviews of Lakeshore Advisors

Lakeshore Advisors - Winter Park, Florida

Kaitlyn P.

5/5

I've been working with Coleman for several years, and I couldn't be happier with the service and guidance provided. Coleman is highly knowledgeable, patient, and pays great attention to detail. He took the time to thoroughly explain every option and created a plan that works well for my family and I. I highly recommend Lakeshore Advisors to anyone looking for personalized, trustworthy, and expert financial advice!

Charysse O.

5/5

Exceptional Financial Planning with Coleman Dewitt & Lakeshore Advisors!

We cannot say enough great things about Coleman Dewitt, Certified Financial Planner at Lakeshore Advisors. He has been handling all of our father’s accounts with the highest level of professionalism, integrity, and expertise. Since working with him, every account has seen impressive growth, demonstrating his strategic and thoughtful approach to financial planning.

Beyond his financial acumen, Coleman stands out for his outstanding communication. He keeps us informed every step of the way, explaining complex financial matters in a clear and accessible manner. His consistent updates and proactive approach give us complete confidence in his abilities. It’s rare to find someone who combines deep industry knowledge with such a personal and dedicated touch.

If you’re looking for a financial planner who truly cares about his clients’ success, we highly recommend Coleman Dewitt and Lakeshore Advisors. They are simply the best in the business!

Sydney A.

5/5

I recently had the pleasure of meeting with Coleman from Lakeshore Advisors, and I was thoroughly impressed with the experience from start to finish! Coleman took the time to explain everything clearly and in a way that was easy for me to understand. As I’m just starting out on my own, he’s been incredibly helpful in guiding me through creating a budget and exploring the best options for managing my student loans. I feel confident and supported in working with him.

Jason S.

5/5

We have had the pleasure of working with Coleman for over two years, and during this time, we have been consistently impressed by his expertise and professionalism. Coleman goes above and beyond to address our questions and concerns, always ensuring we feel informed and confident in our financial decisions. We feel fortunate to have found such a dedicated financial adviser to guide us in planning for our future goals. We highly recommend his services to anyone looking to achieve their financial goals.

Kristin W.

5/5

I cannot recommend Coleman and Lakeshore Advisors enough! Choosing a financial advisor can be scary and challenging. After meeting with several advisors, Coleman stood out by his ability to listen to our immediate needs and long term goals and also his overall responsiveness. He is always there to answer any questions we have. He has proven himself in the 4 to 5 years we have worked with him- he has made wonderful recommendations to set me and my family up for financial success.

Coleman has taken the time to get to know me and my family and has shown that he can deliver results.

Zachary H.

5/5

Coleman has been providing financial advising services to me for the past 4 years. If you are looking for someone who is quick to respond, knowledgeable, honest, and has your best interests in mind then Coleman is the man for the job.

Lakeshore has always made me feel valued and understood my investing goals. Great company and would 100% recommend!

Scott P.

5/5

Coleman is professional in every sense of the word. We have been with him for many years and have always been impressed with his attention to detail and care with our finances. If you are looking for an advisor I cannot recommend Lakeshore Advisors enough.

Colleen V.

5/5

After meeting with several financial advisers, we knew Coleman was the one for us. He is able to eloquently articulate what is happening in our portfolio and what it will look like down the road. He is also able to put our minds at ease, one of us wanting to invest more aggressively and one more conservatively. We would highly recommend Coleman to anyone looking for a financial advisor!