Lake Point Advisory Group

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1 Horizon Ct Ste A
Rockwall, TX 75032
+1 (214) 771-3363
https://lakepointadvisorygroup.com
Lake Point Advisory Group works with friends and neighbors in North Texas to make retirement goals become realities through smart financial investment.

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Reviews

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4.06 reviews
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Chris B.
2/8/2020

If you are looking for a reputable financial advisor this is a great company to work with.

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Rhonda S.
1/2/2020

Working with Carter Bower. Very professional. Quick to respond. Goes over and above. Great presentation and explanation of the market. Have been with them for nearly a year. Very Happy with...

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Chris B.
12/9/2014

Jon Lawton CFP, had his hands on my shoulder after the first question, and three sidekicks escorting me out the back door after my third question. My wife kept quiet, but I could not. Not even...

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Katrena V.
12/16/2020

I highly recommend Lake Point advisory group. I had a great experience working with my advisor. Very professional and knowledgeable.

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Gorgon S.
3/6/2015

Jonathan Lawton provides good information in a low pressure setting. He built a complete income plan for my family at no charge and really helped us understand our current financial situation.

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