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Joseph Grimm Email
Family Wealth Advisor . Lakeshore Financial Group
How to contact Joseph Grimm
Join and see Joseph's contact info for free!Current Roles
Employees:
70Revenue:
$13.2MAbout
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)pLakeshore Financial Group Address
123 N. Upper Wacker DriveChicago, IL
United States