Broker Check

Career Associates

Client Centered

Our mission statement says to live up to our client’s expectations, we are committed to putting the needs of our associates first.

This may sound a little unbelievable and something that people say. But we whole heartedly believe that if our associates are setup for excellence then they will provide the same for our clients. That means we have an entire team dedicated to your success. We help with marketing.

We have interesting lunch and learns for you and your client. If needed, we will make sure you have an experienced advisor walk you through the ropes. We do this because we want you to be successful. We want you to feel valued. We want your clients to feel valued.  The hope is when everyone feels valued,  they will strive to meet their goals, whether it be getting one step closer to retirement or to buying that boat or leaving your legacy. Not just for our clients, but for our associates as well.

We take our investments seriously. Not just financial, our people. Switching companies can be a roll of the dice. At Lakeshore Financial we are well above the national average of retention rate and our nearly half of our advisors earn invitations as some of the top performers in the country. We know market is saturated and we are committed to helping you provide the best advice in matching the needs of your clients.

As much as we take our investments and our people seriously. We very much thrive to be apart of the community. We volunteer. We give back. We have special focus on helping police and firefighters set themselves up for financial success. We aren’t running into burning buildings but want to do everything we can to support those that are.

Want to learn more about becoming an advisor with us?

Contact us