Lakeside Financial Partners
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Lakeside Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
01/22/2024
Click below to check out resources to help you understand and navigate today’s market and economic landscape.
2024 Investment Outlook | Lord Abbett 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.
Credentialed Holistic Financial Coach was issued by Columbia Coaching Center of Excellence (CCOE) to Timothy Codrick. 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...
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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.
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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 |
