The most important thing about DAVID MAXWELL is that he listens. He wants to know who you are- including your lifestyle, values, hobbies, special interests, as well as your financial goals. He develops a comprehensive investment strategy for the client. He selects products based on the individual clients financial goals. He explains how the products work together to support the clients comprehensive financial plan. David encourages the client to ask questions. He wants his client to understand what he is doing and why. He will answer a question five times if necessary to reassure the client. Last, but not least, David has a great sense of humor.
Review №2
2021-02-10
Weve always managed our own finances and were very reluctant to allow someone else to manage our portfolio--until DAVID MAXWELL.David took the time to go over all our options and had a great way of putting us at ease. We discussed not only where we were presently but also where we wanted to be in the very near future.Because of David, we now have a trusted PARTNER thats just as concerned with our future as we are.Id also like to complement ALEESHA GRIMES on making the transition as seamless as possible and for her great patience with us. Aleesha held our hands as we transferred funds from one fund manager to another.If the rest of Lake Point Advisory Group is as great as David and Aleesha, the Company and their clients are in Fantastic hands.Thanks David and Aleesha; we look forward to a great relationship.
Total reviews rating 5
2 Reviews for Lake Point Advisory Group 2023:
Review №1
2021-02-26The most important thing about DAVID MAXWELL is that he listens. He wants to know who you are- including your lifestyle, values, hobbies, special interests, as well as your financial goals. He develops a comprehensive investment strategy for the client. He selects products based on the individual clients financial goals. He explains how the products work together to support the clients comprehensive financial plan. David encourages the client to ask questions. He wants his client to understand what he is doing and why. He will answer a question five times if necessary to reassure the client. Last, but not least, David has a great sense of humor.
Review №2
2021-02-10Weve always managed our own finances and were very reluctant to allow someone else to manage our portfolio--until DAVID MAXWELL.David took the time to go over all our options and had a great way of putting us at ease. We discussed not only where we were presently but also where we wanted to be in the very near future.Because of David, we now have a trusted PARTNER thats just as concerned with our future as we are.Id also like to complement ALEESHA GRIMES on making the transition as seamless as possible and for her great patience with us. Aleesha held our hands as we transferred funds from one fund manager to another.If the rest of Lake Point Advisory Group is as great as David and Aleesha, the Company and their clients are in Fantastic hands.Thanks David and Aleesha; we look forward to a great relationship.