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Lakeshore Financial Group

Financial Services

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Lakeshore Financial Group
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    Wally Koenig Financial Services Representative at Lakeshore Financial Group
    • Greater Chicago Area
    • Rising Star
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    Diane Faltinschi Creative Content Manager at Lakeshore Financial Group
    • Chicago
    • Rising Star
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    Sean Clancy, FSCP Financial Advisor at Lakeshore Financial Group, Chicago
    • Rising Star
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    Evan Landmark Experienced Account Manager across diverse industries. Helping clients achieve their goals through tailored solutions. Passionate in effective communication, problem-solving, and fostering long-lasting relationships.
    • Greater Chicago Area
    • Rising Star
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    Chris Monroe Financial Services Professional at Lakeshore Financial Group
    • Rising Star
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Overview

Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC94772(0617)p

  • University of Illinois at Chicago

    University of Illinois at Chicago, 1200, West Harrison Street, Greektown, Chicago, West Chicago Township, Cook County, Illinois, 60607, United States

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