Broker Check

Products & Services

Investments

  • Exchange-listed securities
  • Securities traded over-the-counter
  • Foreign securities (via American Depository Receipts – traded on an exchange)
  • Corporate debt securities (other than commercial paper)
  • Commercial paper
  • Certificates of deposit
  • Municipal securities
  • Variable life insurance
  • Variable annuities
  • Mutual fund shares
  • United States government securities
  • Options contracts on securities
  • Interests in partnerships investing in real estate
  • Interests in partnerships investing in oil and gas interests
  • Interests in partnerships investing in other forms of assets such as equipment leasing and Community Access Television (CATV)

Insurance

  • Life

We have knowledgeable financial advisors that will help in:

  • Money management
  • Retirement plans (401(k), Money Purchasing Plan, Profit Sharing Plan, 403(b))
  • Estate planning
  • Financial Planning
  • Tax Planning
  • College Planning
  • Insurance (Health, Disability, Long Term Care, Property & Casualty Coverage)

If you have any questions please email or call us.

Lakeside Advisors, Inc. is an independent investment management firm registered with the SEC.  Lakeside Advisors, Inc. is located in Seattle and is privately owned by Robert E. Frey, President of Lakeside Advisors, Inc.