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Great Lakes Retirement, Inc.
Sandusky, Ohio
1.0
1 Review
Great Lakes Retirement, Inc. is a highly reputable local investment advisory firm based out of Sandusky, Ohio, with four offices. With over 1,300 individual clients and a staggering $624,938,000 in assets under management, they have established themselves as a trusted partner in helping individuals plan for a secure retirement.
As an experienced insurance broker or agent, Great Lakes Retirement, Inc. offers comprehensive services to cater to the diverse needs of their clients. They have proven expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sou...see more
Assets Under Mgmt
$624.94M
Investment Professionals
10
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Great Lakes Retirement, Inc.
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