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.