Who We Are

Lake Credit is a banking advisory service with 30+ years of banking experience.  We work with business owners that do not have the time, desire, or contacts to effectively manage their banking requirements.  We fill a market need that has evolved over time.  With Federal regulations forcing banks to tighten their lending standards, businesses are forced to abide by new banking rules.  This means higher rates, fees, and tighter credit standards.  Our goal is to provide our clients with the information to make informed decisions when it comes to their financial welfare.  We are at your disposal at all times for financial consultations including on-going review and financial strategy sessions.

We maintain relationships with many lending sources and continuously update our database of banks and other financial providers including their rate and fee structures, appetite to lend, favored industries along with other criteria.  The areas we can assist in providing our clients the best service include:

  • Commercial Loans
  • Business Checking
  • Merchant Service
  • Private and Personal Banking
  • 401K and Personal Investment Advisors
  • Investment Banking
  • Private Equity
  • Exit Planning
  • Mezzanine Planning
  • SBA and Other Government Loan Programs
  • Personal Investment Loans