Lakeview Financial Group, LLC is an independent financial services firm based in Michigan. The company focuses on building long-term client relationships by developing personalized financial strategies that cover investment management, retirement planning, risk management, and estate planning. They operate as a member firm of Kestra Financial Partners, offering securities through Kestra Investment Services, LLC (member FINRA/SIPC) and investment advisory services through Kestra Advisory Services, LLC, which provides them with the resources of a larger national firm while maintaining a personalized local service model.

Founded in

United States