Lakeshore Financial Group
Isaiah Rubio is a Financial Planner at Lakeshore Financial Group, with previous experience in contract negotiation, sales, and client management. Isaiah has a background in business administration and management, with a history of fostering strong client relationships and achieving significant growth in engagement. Isaiah has also demonstrated leadership skills through their role as an Orientation Leader at the University of Illinois at Chicago, where Isaiah successfully helped incoming students transition smoothly into the college environment.
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