Lakeshore Financial Group Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Lakeshore Financial Group's estimated annual revenue is currently $13.2M per year.(i)
  • Lakeshore Financial Group's estimated revenue per employee is $189,000

Employee Data

  • Lakeshore Financial Group has 70 Employees.(i)
  • Lakeshore Financial Group grew their employee count by 21% last year.

Lakeshore Financial Group's People

NameTitleEmail/Phone
1
Managing Director, CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
2
Managing DirectorReveal Email/Phone
3
Financial AdvisorReveal Email/Phone
4
Partner, CERTIFIED FINANCIAL PLANNER™, ChFC®Reveal Email/Phone
5
Financial AdvisorReveal Email/Phone
6
Financial AdvisorReveal Email/Phone
7
Financial Services RepresentativeReveal Email/Phone
8
Family Wealth AdvisorReveal Email/Phone
9
Financial Representative, Registered RepresentativeReveal Email/Phone
10
Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M432%N/AN/A
#2
$11.3M60-2%N/AN/A
#3
$6.4M383%N/AN/A
#4
$3.5M24N/AN/AN/A
#5
$110M4197%N/AN/A
#6
$10.2M548%N/AN/A
#7
$5.7M34-23%N/AN/A
#8
$0.4M40%N/AN/A
#9
$6.9M4128%N/AN/A
#10
$14M749%N/AN/A
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What Is Lakeshore Financial Group?

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), 123 N. Wacker Drive, Suite 600, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC94772(0617)p

keywords:N/A

N/A

Total Funding

70

Number of Employees

$13.2M

Revenue (est)

21%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.5M708%N/A
#2
$10.4M700%N/A
#3
$17M70-17%N/A
#4
$13.2M7013%N/A
#5
$9.5M7059%N/A