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Lakeside Financial Planning, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Lakeside Financial Planning, LLC operates in the financial services sector as a fee-only financial advisor based in Burlington, Massachusetts. The firm emphasizes a fee structure that covers all meetings and ongoing access to advisors, with no product sales, referrals, or commissions involved, aiming to align client interests with transparent, ongoing support. Its model targets individuals seeking comprehensive financial guidance without the conflicts associated with selling products or earning commissions. Positioned among independent advisory firms, Lakeside offers a concise, subscription-like arrangement intended to provide consistent advice as clients’ circumstances change, while maintaining a small firm footprint in the Boston area.

Find Lakeside Financial Planning, LLC employees' phone numbers or email addresses

Lakeside Financial Planning, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    3
  • Canada
    1

Oceania
1

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  • Australia
    1

Lakeside Financial Planning, LLC's Leadership

  • Stylized image of a person
    J. H.
    President
    Phone icon
    Mobile Phone

Contact profiles from Lakeside Financial Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 26, 2026

Frequently Asked Questions

What is Lakeside Financial Planning, LLC known for?

Minus sign iconPlus sign iconLakeside Financial Planning, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 1500 District Avenue Burlington, Massachusetts 01803 United States; you can contact the main corporate office by phone at
+1-781-270-****
. Explore Lakeside Financial Planning, LLC's company overview page for more information.

What is Lakeside Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconLakeside Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lakeside Financial Planning, LLC email formats with LeadIQ.

How many employees does Lakeside Financial Planning, LLC have currently?

Minus sign iconPlus sign iconLakeside Financial Planning, LLC has approximately 2 employees as of January 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Lakeside Financial Planning, LLC's key employees and leadership?

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As of January 2026, Lakeside Financial Planning, LLC's key employees include:

  • President: J. H.

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