Lake Credit offers three services:

Commercial Banking Advisory Service

This service provides you with a “Private Business Banker” offering a commercial banking advisory service which will analyze your banking products and make recommendations as to suitability, cost as well as advice on new bank products.  We will analyze your lending and depository needs, negotiate with your lender if you so desire and/or introduce you to new lending sources.  This service offers our Financial Information Service and a 50% discount on our Brokering Services.  Our goal is to make sure you have the best banking products at the lowest price to fit your needs.

Brokering Service

Our Brokering Service provides you a one-time new funding source, debt refinance, loan acquisition or banking relationship.

Financial Information Service

For a flat annual fee Lake Credit will inform you on the banking environment including loan structuring, current market rates on loans and deposits, bank ratings, compiling personal financial statements, alternative sources of funding, businesses for sale, private financing opportunities, personal loans, investment advice or planning, real estate for sale or referrals to investment banking, private equity, exit planning and a periodic newsletter.