Our Expertise

01 We can help you grow your business

Great Lakes Financing

We structure financial plans based upon your specific investment requirements.

Learn more at greatlakes-financing.com

02 Preferred Return Fixed-Income Equities for Proper Asset Allocation

Great Lakes Investment Partners

We offer a preferred return on our equites that can be part of a more balanced asset allocation strategy in your institutional investment portfolio.

Learn more at greatlakes-investment.com

03 Helping You to Retire in Comfort

Great Lakes Retirement

We specialize in services for your small business, 401(k) management, and personal retirement investments. We look forward to helping you retire in comfort.

Learn more at greatlakes-retirement.com

04 Professional loan servicing done right so you can make more loans

Great Lakes Loan Servicing

We perform loan servicing based on your specific business requirements.

Learn more at greatlakes-loans.com

Start Today

We will work with your to help you grow your small business, exit successfully, and then retire comfortably.

Contact Us

How can we help you?


24050 Commerce Park Ste. 201
Beachwood OH 44120