Lake Point Advisory Group Dallas Office is located at 5956 Sherry Lane Suite 1000 in Dallas, TX 75225 off the Dallas North Tollway in University Park.
At Lake Point Advisory Group, we believe our job is to manage your money so you can focus on making plans to enjoy your retirement. We know you have a right to know how your money is working for you. All Lake Point Advisors adhere to strict fiduciary responsibilities that ensure you are in the right hands.
Lake Point Advisory Group’s approach, to financial management, ensures your money is being closely watched at all times.
“The old days of buying, holding, and hoping, in our opinion, are a thing of the past,” said Reid Johnson, president of Lake Point Advisory Group. “Having a team of people watching and reacting is absolutely essential for today’s market. We act in our clients’ best interests. We represent YOU, not the products. It’s about finding the best financial vehicle to meet the client needs and goals.”
5956 Sherry Lane,
Suite 1000 in Dallas, TX 75225