Lakeside Advisors, Inc.

Lakeside Advisors site

Lakeside Advisors, Inc., is an investment adviser registered with the Securities and Exchange Commission, and incorporated on January 30, 1984. It was established by Robert E. Frey, CFP to assist individuals with every aspect of financial planning.

While the client base expanded to include pension and profit sharing plans, trusts, and corporations, the firm primarily counsels individuals. Counseling entails retirement plans, college savings, insurance coverage, tax and estate planning.

Lakeside Advisors also manages full discretion accounts and provides advice for limited discretion accounts. Lakeside Advisors’ structure is to provide quality investment advice and help in implementing that advice.

Principals Profile