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Lakeshore Financial Group, LLC

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Lakeshore Financial Group, Embassy Drive Southeast, Grand Rapids, MI, USA
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Our Company

Lakeshore Financial Group is an independent financial firm serving individuals and families. We are committed to developing relationships with clients built on trust, communication, and superior service. We offer independent advice without pressure to promote a particular product or strategy.

“Our clients work hard to build their wealth. We promise to work just as hard to help manage it.”

Our experienced advisors provides a broad range of flexible and integrated services, with proven performance in the financial services industry. While retirement income planning is a focus of development, we can design an overall strategy tailored to each client’s unique goals and objectives.

Other areas that we help personalize your wealth management plan are insurance planning, estate analysis, and tax strategies.

Address: 4123 Embassy Dr SE, Grand Rapids, MI 49546
Phone:(616) 325-1200