Lake Ridge Financial

Lake Ridge Financial is a financial planner in Verona, WI. The firm provides expert advice through CFP® professionals, specializing in 401(k) rollovers, financial plans, inheritance, Social Security, and life insurance. They serve clients throughout Dane, Rock, and Sauk County.

The firm utilizes a teamwork approach to provide a broad perspective for clients, focusing on investing principles, retirement distribution strategies, estate conservation, and risk management. Their professionals offer personalized recommendations for retirement income planning, investment management, small business retirement plans, and legacy planning. The team emphasizes active listening and an in-depth look at each client's overall financial picture to address goals such as college savings and asset protection. Members of the team hold themselves to high ethical standards and dedicate time to continuing education and staying current with new products and technology.

Located on N Main St, the office is a short distance from the Postal Connections post office, the Verona Community Center, and Hometown Junction Park.

Lake Ridge Financial is known for providing well-documented business information and maintaining a clear presence for those seeking financial guidance.

The firm provides personalized financial strategies to help clients in Verona, WI, navigate their journey toward financial confidence.