Lakeshore Financial Group
Financial Services • 
Chicago, Illinois, United States • 51-100 Employees
Company overview
| Headquarters | 1 N Franklin St, Suite 3450, Chicago, Illinois 60606, US |
| Phone number | +13122362500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Financial Services, Insurance |
| Employees | 51-100 |
| Socials |
Key Contacts at Lakeshore Financial Group
Zach Perez
Managing Director
Ryan Appelhans
Managing Director
Gary Mcmahon
Managing Director, Certified Financial Planner™
Kena Contractor
Managing Director
Lakeshore Financial Group Email Formats
Lakeshore Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@lsfgchi.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lsfgchi.com | 80% |
{last name}{last name} | doedoe@lsfgchi.com | 20% |
About 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), 1 N Franklin Ave, Suite 3450, Chicago, IL 60606 (312) 236-2500 Lakeshore Financial Group is independent of Equity Services, Inc. TC94772(0617)p
Lakeshore Financial Group revenue & valuation
| Annual revenue | $5,817,740 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Lakeshore Financial Group has 55 employees across 4 departments.
Departments
Number of employees
Funding Data
Lakeshore Financial Group has never raised funding before.
Lakeshore Financial Group Tech Stack
Discover the technologies and tools that power Lakeshore Financial Group's digital infrastructure, from frameworks to analytics platforms.
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AustraliaFrequently asked questions
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