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BBB Accredited Business since 09/24/2008
BBB Business Reviews may not be reproduced for sales or promotional purposes.
W. A. Smith Financial Group takes a comprehensive approach to retirement planning by focusing on Income Planning, Wealth Management, Estate Planning, Tax Reduction and Asset Protection. Great Lakes Retirement is an Ohio RIA.
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A BBB Accredited Business since 09/24/2008
BBB has determined that Great Lakes Retirement, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that lowered Great Lakes Retirement, Inc.'s rating include:
- Length of time business has been operating.
Factors that raised Great Lakes Retirement, Inc.'s rating include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Prior to operating Great Lakes Retirement Inc., William Smith was a partner of Great Lakes Benefits which has been in business since 2003. A separate report is available for that company and can be accessed by visiting the BBB website at www.bbb.org
Contact InformationPrincipal: Mr. William A. Smith, RFC (President)Mr. Brad Buckingham (Associate Advisor)Ms. Bree Rutherford (Case Design Specialist)
Number of Employees
Retirement Planning Service, Asset Evaluators, Taxes - Consultants & Representatives, Estate Planning & Management, Investment Advisory Service, Financial Planning Consultants
Products & Services
Investment Advisory Services offered through Great Lakes Retirement Inc., an Ohio Registered Investment Advisor.
Alternate Business NamesW. A. Smith Financial Group
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