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Business Profile

Retirement Planning Services

W. A. Smith Financial Group

About

Important information

  • Additional Info:
    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

About This Business

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.

Products and Services

Investment Advisory Services offered through Great Lakes Retirement Inc., an Ohio Registered Investment Advisor.

Business Details

BBB File Opened:
9/10/2008
Business Started:
4/1/2008
Type of Entity:
Corporation
Alternate Names:
Great Lakes Retirement, Inc.
Great Lakes Retirement
Number of Employees:
7

Additional Contact Information

Principal Contacts
Mr. William A. Smith, RFC, President
Customer Contacts
Mr. William A. Smith, RFC, President
Ms. Lisa Timko, Executive Assistant
Additional Phone Numbers
Other Phone: (419) 626-8600

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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