Mercer Advisors, Formerly Lake Point Advisory Group
Financial ServicesView the employees at
Mercer Advisors, Formerly Lake Point Advisory Group-
David Maxwell Wealth Management Advisor at Lake Point Advisory Group
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Plano, Texas, United States
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Rising Star
David Maxwell Wealth Management at Lake Point Advisory Group-
Plano
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Top 10%
Penny DeFoe Marketing Coordinator at Lake Point Advisory Group-
Rockwall, Texas, United States
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Rising Star
Overview
The Lake Point Advisory Group team provides qualified financial guidance, delivering professional, customized services based on personal attention, honesty, integrity, knowledge and experience. Let us help you plan for your retirement, preserve your legacy or manage your current and future wealth. Our mission is to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service.
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