description


A group of dedicated professionals in Central CT who meet to promote each others businesses and to offer quality referrals to each other.

CPA, Business Planning



David Lake
Lake Financial Services

Phone 203-634-7549
Mobile Number 443-977-9326
Website www.lakefsllc.com

658 Broad St, Meriden 06450

I am a CPA with 17 years experience working with individuals and small to mid-sized businesses. Fully licensed by the state of Connecticut as a CPA. I also hold my Series 7 and Series 66 licenses to work with individuals and businesses investments and retirement plans.