Lakeshore Financial Planning

Lakeshore Financial Planning is a financial planner in Detroit, MI, serving individuals and families with comprehensive financial and investment planning services. The firm offers tailored strategies focused on long-term goals such as retirement income, wealth preservation, and building financial independence. With decades of collective experience, the team emphasizes personalized service, guided by principles of empathy, reliability, and rational optimism. They provide independent financial guidance, leveraging thorough research to select investments aligned with clients’ risk tolerance and objectives. The firm is part of Raymond James, a nationally recognized financial services company established in 1962, and serves clients across the Detroit area from its location at 23201 Jefferson Ave in Saint Clair Shores.

The firm’s approach centers on understanding each client’s unique lifestyle, values, and financial aspirations. Their team includes certified professionals such as Mark Romin, CFP®, Sarah Rangstrom, IACCP®, and Jeffrey Brayton, Senior Advisor, who work collaboratively to deliver customized financial plans. Services include financial planning, investment solutions, and ongoing portfolio management, with an emphasis on disciplined, long-term strategies. The firm integrates client goals with market realities, using a comprehensive process that accounts for both short- and long-term objectives, risk tolerance, and evolving life stages. They advocate for clients through persistent management and continuous guidance, ensuring plans remain aligned with changing circumstances and market conditions.

Located at 23201 Jefferson Ave in Saint Clair Shores, the firm operates in a commercial corridor near major transportation routes and local civic infrastructure, though specific nearby landmarks are not listed. The firm maintains a 5.00 rating based on client reviews, reflecting strong client satisfaction with the quality of service and personalized attention. As a trusted financial partner in the Detroit region, Lakeshore Financial Planning stands out for its commitment to independent, client-centered advice and its ability to deliver tailored solutions with the depth of a large firm and the personal touch of a small one. Their focus on long-term success, combined with a proven team and a disciplined planning process, makes them a reliable choice for individuals seeking clarity and confidence in their financial future.