Lakeside Financial Group

  • Financial Services
  • Portland OR
  • 11 employees
  • Financial Services
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Company Overview

Headquarters
14945 SW Sequoia Pkwy Ste 150, Portland OR
Website
lakesidefg.com
Phone
(503) 675-0700
Employees
11
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 541 Companies
NAICS Code 54 Companies
NAICS Code 5412 Companies
NAICS Code 54121 Companies
SIC Code
SIC Code 737 Companies
SIC Code 872 Companies
SIC Code 87 Companies
SIC Code 73 Companies
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Financials & Stats

Revenue

$7B

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Who is Lakeside Financial Group

Lakeside Financial Group is a financial services firm located in Portland, Oregon. The company employs 11 individuals and generates approximately $6.6 million in annual revenue. Lakeside Financial Group provides a range of services designed to help clients achieve their financial goals. Their expertise covers individual, business, and corporate taxes, along with business consulting, management, real estate investment, management, and maintenance. They also specialize in structuring and maximizing profitability for medical professionals, as well as estate planning and trust services. The company emphasizes building strong relationships with clients, focusing on understanding their unique needs and objectives. Lakeside Financial Group believes that clear communication is essential to success, and they are dedicated to providing year-round financial support to help clients minimize tax liability and achieve their financial aspirations. To learn more about Lakeside Financial Group and their services, please visit their website at lakesidefg.com.

Lakeside Financial Group Industry Tags

Finance
Financial Services
Financial Advisory Services
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Lakeside Financial Group Tech Stack

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FAQ

What is the location of Lakeside Financial Group's headquarters?
The headquarters of Lakeside Financial Group are situated at 14945 SW Sequoia Pkwy Ste 150, Portland OR
What is Lakeside Financial Group's phone number?
Lakeside Financial Group's contact number is (503) 675-0700.
What is Lakeside Financial Group's official website?
The official website of Lakeside Financial Group can be found at lakesidefg.com.
What is Lakeside Financial Group's current revenue?
As of October 2016, Lakeside Financial Group's annual revenue reached $7B.
How many employees does Lakeside Financial Group currently have?
Lakeside Financial Group employs approximately 11+ people as of October 2016
Which industries is Lakeside Financial Group primarily operating in?
Lakeside Financial Group operates in the following industries: Finance, Credit
What are Lakeside Financial Group's industry tags?
Lakeside Financial Group's industry tags include: Finance, Financial Services, Financial Advisory Services
When was Lakeside Financial Group founded?
Lakeside Financial Group was founded in 2003.

Employee Directory

Key Employees

Adam Solano

Financial Advisor

Phone Email

Chad Cromwell

Principal

Phone Email