Financial Advisors

I was referred to Lakeside Financial Planning by a friend (although my mom has been going there for years and I should have just listened to my mother!), and it's one of the first times that I really felt like the person on the other side of the desk *listened* to me and the things I wanted. For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that "there's not enough money in that", which was never the point anyway. However, Darcy (who is amazing) was able to show me options that not only fit what I was looking for, but were clearly financially successful! He patiently explained everything and helped me to understand which options were right for *my* wants and needs. They also offer a complete package of service, like behavioural cash-flow planning (which is like budgeting, except it works) and long-term financial planning and modeling. Again, this sets them apart from other places I've been to. I would *highly* recommend these folks, and Darcy in particular, especially if finances make you nervous or you really have no idea what you're doing (like me).

Great service

We have been doing business with D.A. Davidson for over ten years. They are always very polite and provide the best customer service.