PA · Conneaut Lake

Fiduciary advisors in Conneaut Lake, PA

1 advisor with offices in Conneaut Lake. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Conneaut Lake

Lakeland Investor Services, Inc.

Conneaut Lake, Pennsylvania

College Savings Estate Planning Retirement Planning

Lakeland Investor Services is a registered investment advisor established in 2002 and based in Conneaut Lake, Pennsylvania, serving individuals, families, and small businesses across western Pennsylvania and regionally. The firm offers financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular focus on college savings and estate planning strategies. Led by advisors holding the Chartered Life Underwriter (CLU) credential, the firm provides customized financial plans and portfolio management to its clients.

View details

Financial advisors in Conneaut Lake, Pennsylvania

Advisors serving Conneaut Lake specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Pennsylvania advisors