Top Financial Advisors In The Colony, TX

LAKESIDE CAPITAL, LLC is a reputable financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial solutions. Established in 2005, the firm has accumulated over $500 million in assets under management (AUM) and has a team of 10 experienced advisors serving clients in 4 different states. The firm offers a wide range of services, including investment management, retirement planning, and estate planning, to individuals, high-net-worth individuals, business owners, and retirees. As a fee-only firm, LAKESIDE CAPITAL, LLC ensures its advisors' interests are aligned with clients' interests, guaranteeing transparency and honesty in all financial recommendations. Led by founder John Smith, the firm's team consists of highly qualified advisors with diverse backgrounds and skills. Although the firm may receive third-party compensation and may have potential conflicts of interest, it remains committed to transparency and always discloses such information to clients. In conclusion, LAKESIDE CAPITAL, LLC is a reliable ally for anyone looking to attain financial success.