Skip to main content
DBA Logo
DBA Logo
  • Home
  • About Us
    • Our Mission
    • Our Professionals
    • Equitable Advisors
    • Equitable Advisors and You
  • Learning Center
    • Retirement
    • Annuity
    • Life Insurance
    • Investing
    • Other Financial Topics
  • Working With Us
    • Strategies for Individuals
    • Strategies for Businesses
    • Extensive Provider Choices
    • 401K Information Request
    • 403b/457 Salary Reduction Forms
  • Client Resources
    • Account Resources
    • Beneficiary Resources
  • Contact Us
    • Appointment Sign-up
    • Customer Service Contacts
    • Careers
    • Login / Register

Lakeside Financial Partners

40 Eagle Valley Court Broadview Heights, OH 44147

Phone:

  • 440-746-8100
  • Facebook Icon
  • LinkedIn Icon
Read More

Our Professionals

Meet the Partners

Our Professionals

Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators »

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Lakeside Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

  • Site Map

We're here to help you navigate through this unprecedented time. Read Perspectives on the market and COVID-19.

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck