Lake Financial Services, LLC
For Lake Financial Services, LLC
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Overview
10 - 49
Employees
2009
Year Founded
ABOUT LAKE FINANCIAL SERVICES, LLC
Accounting services.
Founded in 2009, Lake Financial Services, LLC supports small businesses in optimizing their financial operations. We aid business owners in enhancing their processes by applying vital strategies and offering tailored services to address their accounting requirements. Book a consultation with Dave Lake and his team to discover why clients consistently choose Lake Financial Services, LLC for their tax and accounting needs in Meriden throughout the year.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2009
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Accounting Services
30% Tax Consulting
About the Team
OUR STORY
Lake Accounting & Tax, led by Dave Lake, a CPA with over 25 years in financial services, serves business owners, retirees, and families across Connecticut and beyond. Dave's background includes roles at KPMG, Deloitte & Touche, and CFO positions at startups where he raised significant venture funding. Holding an MBA from the University of Maryland and a Bachelor's from Southern Connecticut State University (SCSU), Dave also taught and mentored students at SCSU for a decade. Committed to personalized service, he focuses on comprehensive wealth management, financial consulting, and proactive client relationships. The firm prides itself on professionalism, responsiveness, and quality, aiming to be a trusted advisor and outsourced accounting partner, supported by a dedicated team and a community-oriented approach.
Locations
Headquarters
107 East Main St.
Meriden, Connecticut, United States 06450