Remote Jobs at Lakeshore Financial Group

Lakeshore Financial Group

51 - 200 employees

Founded 2016

💸 Finance

🛡️ Insurance

Finance • Insurance

Lakeshore Financial Group is a Chicago-based financial planning and advisory firm that provides holistic wealth management and insurance-focused planning services to individuals, families, and business owners. The firm offers retirement strategies, risk management and insurance planning, estate strategies, business planning, special needs financial planning, and related tax and investment resources. Lakeshore operates through independent agents and is affiliated with broker/dealer Equity Services, Inc. and National Life Group for securities and insurance offerings, emphasizing personalized planning, ongoing education, and local client relationships.