Great Lakes Review - a division of Wellington Shields & Co. Employee Directory

Research ServicesOhio, United States0-1 Employees

Great Lakes Review is a division of Wellington Shields & Co. operating in the research services sector, with a focus on financial planning and advisory support for business owners, executives, and high net worth individuals. The organization draws on a combined wealth of experience in financial and estate planning to create customized plans aimed at coordinating strategies that minimize taxes and optimize asset potential. Its service scope includes estate planning, investment management programs, and retirement plan services and design, reflecting a comprehensive approach to helping clients manage personal and corporate financial needs.
Based in Cleveland, Ohio, the unit emphasizes specialized advice in a landscape where many firms claim similar capabilities, seeking to provide clients with a tailored financial road map. The firm highlights a team-based approach built on long-standing experience to navigate complex and evolving tax issues, and it positions itself within the broader financial services ecosystem alongside well-known wealth management players. Notable activity in recent years involves the parent company’ s ongoing engagement in asset investments across various sectors.

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