Great Lakes Review - a division of Wellington Shields &

Research Services • Shaker Heights, Ohio, United States • 1-10 Employees

Company overview

Headquarters	20600 Chagrin Boulevard, Suite 800, Cleveland, OH 44122, US
Phone number	+12169980100
Website	beaconfinancialgroup.com
Founded	1925
Employees	1-10

Key Contact at Great Lakes Review - a division of Wellington Shields &

Elliott Schlang

Managing Director

About Great Lakes Review - a division of Wellington Shields &

In times when so many firms and institutions are claiming to do the same thing, making advisory choices is more complex than ever. Beacon's niche is providing specialized financial planning services to business owners, executives, and high net worth individuals. We have assembled a team who has experience in various financial disciplines which will help our clients navigate the complex and changing tax issues our clients face. In developing your personal financial plan, our team of financial professionals draw upon their combined 175 years of experience and technical knowledge of financial and estate planning to design and implement customized financial plans based upon your needs. The objective of the financial plan is to provide each of our clients a tailored financial road map that will provide guidance in the coordination of financial planning strategies which will minimize their exposure to taxes and allow them to maximize their assets potential. The Beacon team provides you with expertise in the following areas: Estate Planning Investment Management Programs 401(k)/Retirement Plan Services Retirement Plan Design

Great Lakes Review - a division of Wellington Shields & revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Research Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Great Lakes Review - a division of Wellington Shields & has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Great Lakes Review - a division of Wellington Shields & has never raised funding before.

Frequently asked questions

Great Lakes Review - a division of Wellington Shields & is located in Shaker Heights, Ohio, US.

You can reach Great Lakes Review - a division of Wellington Shields & at +12169980100.

Great Lakes Review - a division of Wellington Shields & was founded in 1925, making it 101 years old. The company has established itself as a significant player in its industry over this time.

Great Lakes Review - a division of Wellington Shields & has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Great Lakes Review - a division of Wellington Shields &

Elliott Schlang

Managing Director

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