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Accounting Firm

Lakeview Financial Consultants

Financial consulting and investment planning firm led by Aaron Oskey and Dawn Evola

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About Lakeview Financial Consultants

Lakeview Financial Consultants is a financial planning firm run by Aaron Oskey and Dawn Evola. It builds investment strategies around each client's own goals and describes its work as guiding people through major life changes.

Clients are individuals and families who want investment advice tied to their own aims. The firm says its long experience helps it guide people through changes in their circumstances, and that it exists to help clients succeed.

What Lakeview Financial Consultants offers

Financial planning — strategies shaped to an individual client's needs.
Investment guidance — investing with a defined purpose in mind.
Life transition support — help when circumstances change.

Key facts

Principals: Aaron Oskey and Dawn Evola
Values: honesty, integrity and trust are the firm's stated principles

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Accounting firm › Cambridge#8

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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