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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Lakeside Financial Partners

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Cleveland, OH
Lakeside Financial Partners

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

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or

solicitation of any kind. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

11/27/2025

Wishing you a day filled with gratitude this Thanksgiving!

11/27/2024

Wishing you and your family a Happy Thanksgiving!

07/22/2024

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

07/15/2024

It's time to start preparing for your financial legacy. Whether you're single, married, or a mom, taking control of your financial future is crucial. Make a plan, invest in yourself, and secure your financial freedom. Contact me today and I can help you build the financial future you want.

04/22/2024

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the differences between them and benefits of each. This guide will give you a full overview to help you compare, contrast, and make the right choice for your lifestyle now and goals for the future. Read on for a full primer on how IRAs can work for you then connect with a financial professional for individualized guidance.

Learn the differences between Traditional and Roth IRAs and how to determine the best fit.

04/02/2024

With people in their 50’s and 60’s living longer than ever before, retirement is beginning to look very different. Putting together a plan to work towards achieving financial wellness is important as you approach retirement. Follow me to learn more.

02/28/2024

This past weekend members of the Lakeside Financial team attended the 2024 Sunburst Gala to raise awareness and fundraise for individuals with Down syndrome, their families, and the Down Syndrome Association of Northeastern Ohio. Our very own David Barth was presented with an award for his fundraising efforts throughout the year. This event raised over $21,000 from those in attendance! We are proud to partner with such a great organization!

01/22/2024

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

We believe that economies and markets will carry the resilience they displayed in 2023 into the New Year. Here’s what that means for investors.

11/28/2023

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. By knowing who and what is most important to my clients at every stage in their lives — as well as the motivations behind their goals and dreams — together, we can design a more purpose-driven financial plan.

Columbia Coaching Center of Excellence (CCOE), Teachers College, Columbia University, in partnership with Equitable Advisors, offers a customized Holistic Financial Coaching Program. The program is created especially for the firm’s Financial Professionals and Leaders, resulting in the “Credentia...

10/03/2023

Have you considered your healthcare needs for the future? It’s never too early to start thinking about them. Let’s discuss ways to ease any financial burdens if long-term care should be needed down the road.

09/27/2023

Life insurance brings peace of mind and financial security to those we love. Take control of your future with these 5 steps. Contact me for guidance in making this important decision. Together, we can secure your family's future.

09/20/2023

Discover how including life insurance in your retirement plan can provide financial security and peace of mind. Read the article "Using life insurance in retirement" to learn more about this valuable strategy. Contact me for personalized assistance with your retirement planning needs.

When you hear “life insurance,” you might think of a policy you’d purchase to leave a financial legacy or to protect your family in case you pass away unexpectedly. While those are the main reasons to buy a policy, life insurance can also include “living benefits” that offer flexibility, a...

Address

40 Eagle Valley Court
Cleveland, OH
44147

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.lakesidefinancialpartners.com/

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Our Story

Lakeside Financial Partners is a team of financial professionals servicing the northern Ohio region with over 100 years of combined experience in financial services. This experience had allowed us to witness many different financial and economic markets as well as the challenges each environment presented to our clients. By teaming together, Lakeside Financial Partners is able to effectively provide our clients with unparalleled financial guidance and service. We feel that it is our responsibility to have a comprehensive understanding of our clients. Their personal and professional lives affect their financial objectives to a great degree. This insight allows us to design the most suitable program for their individual situation. Once we have implemented the strategy, ongoing monitoring and scheduled reviews will be instrumental to help ensure successful results. We pride ourselves on continuously earning our clients trust with respect, compassion and wise counsel.