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

Insurance

Investment Management

Lakeshore Financial Group

Lakeshore Financial Group's headquarters in Chicago, IL, United States

Ryan Moratti

Kena Contractor

Tyler Degeneffe

Sam Audy

Joseph Grimm

Tim Dunneback

Gary McMahon

The Financial Services Team at Lakeshore Financial Group is dedicated to helping clients achieve their financial goals. This team consists of financial advisors, planners, and professionals who collaboratively design and implement tailored solutions for risk management, asset accumulation, and financial planning. They offer a variety of financial products and services including retirement plans, estate planning, and business succession planning, always prioritizing the clients' needs and interests to build and maintain long-term relationships grounded in integrity, performance, and responsiveness.

Financial Services Team

The Leadership Team at Lakeshore Financial Group is responsible for setting strategic direction, overseeing business operations, and ensuring client needs are met with integrity and excellence. They collaborate with insurance underwriters, investment managers, and pension administrators to deliver innovative financial solutions and maintain long-term client relationships. This team prioritizes client interests and guides the organization in providing exceptional financial products and services.

Lakeshore Financial Group

Org chart

Teams

Financial Services Team

Leadership Team

Offices

Lakeshore Financial Group

Org chart

Teams

Financial Services Team

Leadership Team

Offices

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