Lakeshore Capital Group is a team of experienced financial professionals based in Rolling Meadows, IL, dedicated to providing comprehensive financial services to families. They serve as a trusted CFO, helping clients minimize taxes, optimize investments, and plan for their loved ones, with a focus on aligning their financial picture with their individual needs and goals.
With a mission to ensure every facet of their clients' finances is working together to move them in the right direction, Lakeshore Capital Group offers services in investment management, financial planning, and tax consulting. They are committed to delivering personalized solutions that help clients navigate the complexities of their personal economy and achieve long-term financial success.
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