Certified Financial Planner (CFP®) in Elyria

Elyria’s Dedicated Financial Advisory Team

Located right here in the heart of Elyria, Great Lakes Benefits & Wealth Management isn’t just another financial firm. We’re your local go-to for personalized, actionable financial advice—crafted for real people with real goals. As Certified Financial Planners™, we’re not just about crunching numbers; we’re about helping local families like yours make smart moves that lead to real, lasting financial security. Whether you’re looking to lock down your retirement, minimize taxes, or protect your assets, our team is here to make it happen.

At Great Lakes, it’s simple: your goals become our goals. That means you get tailored, one-on-one advice that makes sense for your life—not cookie-cutter plans, but strategies that fit your unique vision for the future. When we sit down, it’s all about you—your dreams, your future, your financial path. No distractions. No rush. Just focused advice that works.

Address & Info

Phone:(440) 934-3141

Appointment-Only for Personalized Attention

Contact Us Today

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What Our Clients Are Saying

Great Lakes Benefits & Wealth Management embodies the perfect blend of professional expertise and hometown warmth. Their team went above and beyond to ensure my tax planning was both efficient and personalized to my situation. I can’t recommend them enough!

Brian K. Elyria

Booking an appointment with Great Lakes was the best decision I made for my financial future. Their team provided a tailored approach to my asset protection needs, ensuring every detail was addressed. It’s rare to find such dedicated service these days.

Sarah T. Madeira Beach

From the moment I walked into their office, I felt like more than just a client. The attention to detail they put into my financial plan was astounding. It’s evident they truly care about the well-being of the folks in our community.

Mike L. Sandusky

I’ve worked with several financial planners over the years, but the team at Great Lakes truly stands out. Their in-depth knowledge of retirement planning combined with their genuine hometown touch makes me feel both secure and valued. It’s clear they prioritize personalized service.

Jane D. Elyria

GREAT LAKES BENEFITS, INC. owns this website and provides SEC-registered investment advisory services. Registration does not imply SEC endorsement. This site offers general information, not personalized advice. Opinions are current as of posting and may change. Accuracy or timeliness of the content is not guaranteed. Past performance is not a predictor of future results. Consult your own legal or tax advisors before making decisions. Investing involves risks, including potential loss. No strategy ensures profit or prevents loss.

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