Financial Planner
- Address
- 7990 Sweetgum Trl, Concord, OH 44060
- Phone
- (440) 589-7700
- Website
- lakehousefamilywealth.com
Hours
| Monday | 9:00 am - 5:00 pm |
|---|---|
| Tuesday | 9:00 am - 5:00 pm |
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
From Google, checked Aug 2026.
Google Reviews
Ratings as of August 2026. See this business on Google
In the business's own words
Benjamin Simerly, CFP®, Financial Advisor, Certified Financial Planner, and Owner of Lakehouse Family Wealth. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA / SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. The full list of disclosures can be found on our website.
From the business's own words on its Google listing, August 2026.
What this listing mentions
- Wheelchair accessible parking
- Lgbtq welcome
From the business's own words on its Google listing, August 2026.