Lake Point Advisory Group Salt Lake City Office

I have been with Ryan for over 2 years. It was at a seminar that I first learned about Lake Point. Without getting to wordy I was able to save what money I had left. Something said to me give him a chance . The integrity and confidence he showed let me know I finally found someone who really cares. Thank you!
Jan 22nd, 2021

Ryan has been a great help in getting our families finances together and understanding them. He has also been a great help with our personal finances. We have recommended him to our family members and co- workers without hesitation.
Jan 12th, 2021

I have worked with Ryan for a few years now. After meeting with different advisors I felt most confident working with him. He’s trustworthy, responsive and knows his stuff through and through. He has helped me grow my portfolio substantially. He’s on top of things and keeps me updated on what’s happening with my accounts. Ryan even went the extra mile to refer me to an awesome attorney who helped get my businesses set up properly and my assets protected. He doesn’t make you feel like just another paycheck. He’s good at what he does and he cares.
Dec 28th, 2020

We have been a client of Ryan Overstreet for many years and followed him to Lake Point. He has advised not only us but other family members. His recommendations based on our risk level has been spot on. He is always looking for ways to advise and help us as we moved into retirement and to make plans for future expenditures and investment changes. He meets with us regularly and has always responded to our questions in a timely manner. We have been with another investment firm prior to Ryan/Lake Point and left them because of lack of concern, responsiveness, and push back on our questions. Happy with Ryan and Lake Point.
Sep 27th, 2020

It’s is always a pleasure to work with Ryan, over the years he has helped our family with making wise decisions.He is someone you can depend on and trust.
Aug 30th, 2020