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Home - Great Lakes Legacy Group, LLC

Great Lakes Legacy Group, LLC, a State registered investment advisor serving South Bend, IN and surrounding communities and provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial [...]Continue Reading

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CONTACTS AT GREATLAKESLEGACYGROUP.COM

Great Lakes Legacy Group, LLC

Wade Ritchie

22630 Ar●●●●●●●●te Drive

Sou●●●end , Indiana, 46628

United States

(574)●●●●●-9366
(574)●●●●●-4818
wr●●●●●●@sprintmail.com

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Great Lakes Legacy Group, LLC

Wade Ritchie

22630 Ar●●●●●●●●te Drive

Sou●●●end , Indiana, 46628

United States

(574)●●●●●-9366
(574)●●●●●-4818
wr●●●●●●@sprintmail.com

View this contact

Great Lakes Legacy Group, LLC

Wade Ritchie

22630 Ar●●●●●●●●te Drive

Sou●●●end , Indiana, 46628

United States

(574)●●●●●-9366
(574)●●●●●-4818
wr●●●●●●@sprintmail.com

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Home - Great Lakes Legacy Group, LLC | greatlakeslegacygroup.com Reviews

https://greatlakeslegacygroup.com

Great Lakes Legacy Group, LLC, a State registered investment advisor serving South Bend, IN and surrounding communities and provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial [...]Continue Reading

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1

Our Team - Great Lakes Legacy Group, LLC

http://greatlakeslegacygroup.com/our-team

Great Lakes Legacy Group, LLC. Great Lakes Legacy Group, LLC, is a boutique financial services firm headquartered in South Bend, Indiana. The organization was created in 2010 by co-founders Wade Ritchie and William Kerestury. With combined experience of 35 years in the financial services industry, Wade and William created Great Lakes Legacy Group to address the under-served financial, estate, and legacy planning needs of an aging middle class. Great Lakes Legacy Group, LLC. 22630 Arbor Pointe Dr.

2

Financial Planning - Great Lakes Legacy Group, LLC

http://greatlakeslegacygroup.com/advisor11/financial-planning

Great Lakes Legacy Group, LLC. We are Investment Advisor Representatives of Great Lakes Legacy Group, LLC a SEC Registered Investment Advisory firm serving customers in South Bend, IN and surrounding communities. Our mission is to provide local families and businesses with innovative financial strategies, solutions and planning. As Investment Advisors We strive to:. Put your interests first. Understand your specific financial situation. Offer straightforward advice that reflects your long-term goals.

3

Investment Management - Great Lakes Legacy Group, LLC

http://greatlakeslegacygroup.com/advisor11/investment-management

Great Lakes Legacy Group, LLC. At Great Lakes Legacy Group, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals. Fill out the form below to receive your Complimentary Social Security Report.

4

Tax Planning - Great Lakes Legacy Group, LLC

http://greatlakeslegacygroup.com/advisor11/tax-planning

Great Lakes Legacy Group, LLC. Throughout the year, Stovall and Associates, Ltd., will monitor tax law changes that could affect our clients, recommending tax savings strategies as well as serving as your advocate in tax matters. Our client’s tax returns are prepared to take advantage of all the deductions, credits, and exclusions allowed to minimize your tax burden. CPA prepared Roth conversion analysis. CPA prepared 2nd opinion prior year individual and business tax return reviews. 22630 Arbor Pointe Dr.

5

Home - Great Lakes Legacy Group, LLC

http://greatlakeslegacygroup.com/home

Great Lakes Legacy Group, LLC. Have concerns about retirement? Request your no-cost consultation today. We are a full service, retirement planning company. Providing retirement and legacy planning to families nearing or already enjoying retirement. Join us for an upcoming seminar! First Name (Full) *. Please check the box above. Find out today how Great Lakes Legacy Group, LLC can help you. Great Lakes Legacy Group, LLC. 22630 Arbor Pointe Dr. South Bend, IN 46628. TF: 888.837.7896. First Name (Full) *.

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Great Lakes Legacy Group, LLC. Have concerns about retirement? Request your no-cost consultation today. We are a full service, retirement planning company. Providing retirement and legacy planning to families nearing or already enjoying retirement. Join us for an upcoming seminar! First Name (Full) *. Please check the box above. Find out today how Great Lakes Legacy Group, LLC can help you. Great Lakes Legacy Group, LLC. Warsaw, IN 46582. TF: 888.837.7896. First Name (Full) *. Please check the box above.

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