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BBB Accredited Business since 09/24/2008

Great Lakes Retirement, Inc.

(866) 417-4156View Additional Phone Numbers4604 Timber Commons Dr, SanduskyOH 44870-8906View Additional Web Addresses

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0 People Trust Great Lakes Retirement, Inc.

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Description

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.

BBB Accreditation

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

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Great Lakes Retirement, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: 09/10/2008Business started: 04/01/2008
Business Management

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 Information
Principal: Mr. William A. Smith, RFC (President)Mr. Brad Buckingham (Associate Advisor)Ms. Bree Rutherford (Case Design Specialist)
Number of Employees

7

Business Category

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.

Service Area

Northern Ohio

Alternate Business Names
W. A. Smith Financial Group
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