Lake Ridge Financial

A Critical Piece to Your Financial Puzzle

Lake Ridge Financial, located inside Lake Ridge Bank, provides clients with trusted, objective, competent professional advice, and solutions to pursue their financial goals. We want to develop a relationship that guides you through all of life's twists and turns. Let us build a strategy together that strives to turn your long-term financial goals into a reality. Allow our team of professionals to provide financial confidence while offering customized solutions to complex situations. We are committed to bringing certainty to uncertain times.

Explore our financial planning, advisory, and transactional services. For more information on products and services, visit the  Lake Ridge Financial website or  contact us today to start your personalized plan. 

Our Financial Planning Services

Planning and Investing

Our comprehensive financial planning includes retirement planning, college savings, investment analysis, estate/tax planning, risk management, cash flow planning, business success planning and more.

Insurance and Risk Management

Protect what matters most. Reach out to us to help you navigation through those tough questions and learn more about our insurance and risk management solutions for every state of life.

Digital Investing Solution

Our Digital Investing Solution, Guided Wealth Portfolio, makes it easy to manage your investments and allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (EFTs).

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Resource Center

Explore our resource center to learn more about insurance, investments, money, and more. Check out our other tools like calculators, tax resources and glossary, too. 

Let's Connect

Stay connected on the latest news and tips related to the economy, investments and our commitment to local communities. 
Broker Check by Finra

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Lake Ridge Bank and Lake Ridge Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Ridge Financial and may also be employees of Lake Ridge Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Ridge Bank and Lake Ridge Financial.  Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Lake Ridge Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”)pursuant to an agreement that allows to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more detailed information.