Five Lakes Financial

Five Lakes Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Five Lakes Financial, Financial planner, 452 S. Main Street, Lapeer, MI.

The Five Lakes Financial team came out to support Eric at the Lapeer Optimist Tent during Lapeer Days! Eric has volunte...
08/27/2026

The Five Lakes Financial team came out to support Eric at the Lapeer Optimist Tent during Lapeer Days! Eric has volunteered at this event for 23 years!

One of the core values of the Five Lakes Financial team is a commitment to generosity and giving back to the community. ...
08/20/2026

One of the core values of the Five Lakes Financial team is a commitment to generosity and giving back to the community. Charitable giving is one of the most meaningful aspects of a financial plan – and one of the most overlooked opportunities.

The right strategy can help support the causes you care most about, reduce taxes in a smart, compliant way, and create a lasting legacy for your family and community. We love educating our clients about the various ways to incorporate giving in their financial plan!

From donor-advised funds and qualified charitable distributions to simply timing these gifts, small adjustments can make a big difference. Four County Community Foundation is a great local resource for supporting local opportunities that align with your charitable interests.

If you would like to discuss how giving fits into your bigger picture, our team is here. Let’s make your generosity work as hard as you do!

🎉 Congratulations Eric Cassabon on being recognized on the Forbes | SHOOK Research Top/Best-in-State Financial Security ...
08/06/2026

🎉 Congratulations Eric Cassabon on being recognized on the Forbes | SHOOK Research Top/Best-in-State Financial Security Professionals List! 🔗https://www.forbes.com/.../top-financial-security.../ 🎉

🏆 Eric Cassabon, CFP®, CLU®, ChFC®, CASL®, RICP®

Eric's inclusion on this list reflects his commitment to our team's Core Values: Integrity, Excellence, and Ethics. Five Lakes Financial is proud to have Eric as a leader of our team.

Join us in congratulating Eric on this well deserved honor! 👏🎉👏

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo).

Part of the Five Lakes Financial team attended the 2026 Northwestern Mutual Annual Meeting in Milwaukee last week! It wa...
07/30/2026

Part of the Five Lakes Financial team attended the 2026 Northwestern Mutual Annual Meeting in Milwaukee last week!

It was a great opportunity to connect with colleagues from across the country, learn from industry leaders, and come home even more inspired to help our clients build brighter financial futures.

We are grateful to be part of Northwestern Mutual!

🎉 Congratulations on 33 Incredible Years! 🎉Today we celebrate Phil Stadler, whose 33 years as a dedicated Associate Weal...
07/22/2026

🎉 Congratulations on 33 Incredible Years! 🎉

Today we celebrate Phil Stadler, whose 33 years as a dedicated Associate Wealth Management Advisor with Northwestern Mutual have been marked by exceptional service to his clients and the community!

Beyond expertly guiding families through wealth building, retirement planning, and life's financial milestones, Phil consistently gives back through meaningful community involvement - volunteering, supporting local causes, and making a positive impact far beyond the office. Your commitment to both financial wisdom and community betterment is an inspiration to us all!

Thank you for 33 years of trust, expertise, integrity, and heartfelt service! Here's to many more years of making a difference! 👏

This week the Five Lakes Financial team had a delicious BBQ followed by CPR training. Don't worry, no CPR was needed du...
07/16/2026

This week the Five Lakes Financial team had a delicious BBQ followed by CPR training. Don't worry, no CPR was needed during the BBQ!

🚑Special thanks to Jeremy Compau from Medstar Ambulance for an outstanding CPR training! Jeremy educated us on knowing the signs of a cardiac event and what steps to take to save lives. The team got to practice compressions on both an adult and infant manikins. We all hope we won't need to use these skills but are so grateful to Jeremy for teaching us how to respond effectively if the situation arises. 💪

Shout out to our resident Grill Master Isaiah for battling the heat and cooking the dogs to perfection 🌭

# CPRTraining

🎉Celebrating 25 Years of Trusted Guidance!🎉Join us in congratulating Eric Cassabon on reaching an incredible 25-Year mil...
07/09/2026

🎉Celebrating 25 Years of Trusted Guidance!🎉

Join us in congratulating Eric Cassabon on reaching an incredible 25-Year milestone at Northwestern Mutual!

For a quarter of a century Eric has been a steady, knowledgeable partner to families and businesses across Michigan and the U.S.! Eric has helped countless clients navigate life's biggest financial moments with clarity, confidence, and compassion. From building retirement dreams and protecting loved ones to planning for education, legacy, and everything in between, your dedication has made a lasting difference in so many lives.

Thank you for your unwavering commitment, wisdom, and impact you've made over these 25 years. Here's to many more years of empowering clients to live their best financial lives!

👏Congrats Eric!

07/02/2026

It's the little gestures that make a big difference. Thank you to Five Lakes Financial for dropping off these festive Fourth of July goodies and spreading a little extra cheer in our office. We’re grateful to be part of a community filled with thoughtful businesses and generous people.❤

📣 Introducing our newest team member, Jeremy Goscenski! Jeremy has joined the Five Lakes Financial team as our Director...
06/25/2026

📣 Introducing our newest team member, Jeremy Goscenski! Jeremy has joined the Five Lakes Financial team as our Director of Investment Operations & Services.

Jeremy is a dedicated financial services professional with a strong work ethic shaped by over two decades in the demolition industry.

In November 2023, Jeremy transitioned into the insurance and financial services field, bringing a disciplined, hands-on mindset and a commitment to helping others plan for their futures. He earned his Series 7 and Series 66 licenses in Spring 2025, marking an important milestone in his career and reinforcing his dedication to professional growth and client service.

Outside of work, Jeremy values an active lifestyle and enjoys spending time outdoors through sports, hiking, and other recreational activities. He also appreciates relaxing with movies and television. At home, his golden retriever, Riley, keeps him active and grounded.

We are thrilled to welcome him to the Five Lakes Financial team!

We want to send our sincerest thanks to Warren Systems Inc and Midwest Electric! Both of these awesome companies came t...
06/18/2026

We want to send our sincerest thanks to Warren Systems Inc and Midwest Electric! Both of these awesome companies came to our rescue last week when we needed emergency electrical work and air conditioner units replaced! We truly can't thank you enough, last week was HOT 🥵 You guys are life savers 🤩

And did you notice those new light fixtures? The Five Lakes Financial team loves them 😍

Address

452 S. Main Street
Lapeer, MI
48446

Opening Hours

Monday 8am - 5am
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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