Elizabeth Kuroski

Financial Planner

Role: Financial Planner at Lakeshore Financial Group
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Elizabeth Kuroski

I joined Lakeshore Financial Group because the firm\'s values align with my own personal…

Experience

Financial Planner
Lakeshore Financial Group
Jan 2019 — Present · Chicago, IL, US

Education

University at Buffalo
Bachelor's Degree
1996 — 1998
Oakland University
Masters of Business Administration, MBA
2010 — 2013

Skills

Cross-Functional Team Leadership
Pivot Tables
Product Development
Analysis
Product Launch
Automotive
Outlook
Lean Manufacturing
Finance
Small Business Consulting
Quickbooks
Microsoft Office
Sales
Vlookup
Accounting
Estate and Retirement Planning Services
Business Development
Famliy Wealth Advising
Client Satisfaction
Process Improvement
Project Management
Microsoft Excel
Marketing
New Business Development
Excel
Management
Financial Analysis
Leadership
Public Speaking
Forecasting
Continuous Improvement
Business Analysis
Goal Seek

Contact information

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Work email
•••••@lsfgchi.com
Personal email
•••••@•••••.com
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Current company

Lakeshore Financial Group

Financial Services · 71 employees · Founded 2016 · Chicago, Illinois, United States

Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness. Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N Franklin Ave, Suite 3450, Chicago, IL 60••••••••00 Lakeshore Financial Group is independent of Equity Services, Inc. TC85••••••••53

lsfgchi.com

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