At Lakeshore Financial Group, LLC, we provide individualized and coordinated financial planning strategies for every stage of your financial life. From pre- and post-retirement planning to investment decisions, retirement savings plan rollovers, estate planning and more. Retirement income planning is all about being prepared.

Based in West Michigan, we are an independent financial services provider. Our team will help you develop and follow the best course of action to meet your personal financial goals - without bias and without any pressure to promote a particular product or strategy.




What We Offer Account Access

Our Company

  • Independent Advice
  • Retirement Income Planning
  • Wealth Management
  • Wealth Preservation

Lakeshore Financial Group welcomes Amy Dowling.



Featured Content: Latest Article and Market Commentaries

Year-End Financial PlanningStart 2015 on the right foot with these year-end planning tips.

View the Featured Article


Last Updated: 12/15/14


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This communication strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MT, NE, NY, OH, SC, TN, TX, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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