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Christopher Barberini
Lakeshore Capital Group
1811 Hicks Rd. Suite A
Rolling Meadows, IL 60008
847-701-0400
About Lakeshore Capital Group
We serve as a CFO to families that want to minimize taxes, optimize investments, & plan for their loved ones. We are built with the intent to be there every step of the way.
We're Lakeshore Capital Group. A group of experienced, team-oriented financial professionals invested in aligning your financial picture with your needs and your goals - not the market. By working together, we've made it our mission to ensure every facet of your finances is working in tandem to move you forward in the right direction.
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General Information
Firm Start Year
2014
No. of Employees
2-4
Services
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890960/retirementplanning-Lakeshore-Capital-Group-detailed-disclosure.html
Disclaimer
Lakeshore Capital Group is registered as an investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Electronic mail sent over the internet is not secure and could be intercepted by a third party. For your protection, avoid sending confidential identifying information, such as account and social security numbers. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronically. All e-mail sent to or from this address will be received or otherwise recorded by the Lakeshore Capital Groups corporate e-mail system and is subject to archival, monitoring, or review by, and/or disclosure to, someone other than the recipient as permitted and required by applicable investment adviser regulation. Please contact us if there are any changes in your personal or financial situation and/or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services. Additionally, if you change your address or fail to receive account statements from your account custodian, please contact our office.