Kim McLaughlin: I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.
Scott Yurchison: Refreshing to have a financial advisor and wealth manager take a personal interest in your financial success. Not only do they work hard to bring above-market returns, but preserve your capital in times of volatility. Highly recommend.