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Need Assistance?

If you have immediate questions, concerns, suggestions or need any type of service, call us at 440-746-8100.

If you need further assistance use the links below to get in touch with us:

Office Locations

Local Office Address

Lakeside Financial Partners
40 Eagle Valley Court
Broadview Heights, OH 44147
Local Office Phone:
  • 440-746-8100

Branch Office Address

1001 Lakeside Avenue, Suite 1650
Cleveland, OH 44114
Branch Office Phone:
(216) 615-7461
Branch Office Fax:
(216) 861-7607

California Insurance License #: 0G94741

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.

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

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