Reviews for Lake Road Advisors

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  • Aug 2024

    Lake Road Advisors (LRA) is a virtual wealth management firm headquartered in Corning, New York, with offices in Ithaca, NY and Portland, OR, founded in 2016 to provide financial planning for busy mid-career professionals with young families. LRA partners with couples long-term to build financial plans that allow them to live the life they want while preparing for the future by making smart money moves to grow their wealth. The firm is led by Paul Sydlansky, CFP, who is described as very professional and knowledgeable, with the best interest of the client in mind. Hayley, another team member, is noted for being detail-oriented and responsive. Clients praise LRA as phenomenal, knowledgeable, professional, and responsive, with a personal touch that makes working with them enjoyable. The firm is highly recommended for those seeking comprehensive financial planning and investment guidance.

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From Lake Road Advisors

Lake Road Advisors (LRA) is a virtual wealth management firm headquartered in Corning, New York, with offices in Ithaca, NY and Portland, OR, founded by Paul Sydlansky, CFP in 2016. LRA provides financial planning for busy mid-career professionals with young families. LRA partners with married couples long-term to build financial plans that allow them to live the life they want while preparing for the future by making smart money moves to grow their wealth.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed