About Lake Road Advisors
Reviews for Lake Road Advisors
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
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.
We highly recommend Lake Road Advisors and Paul Sydlansky to anyone seeking a trustworthy and knowledgeable financial advisor. Our experience has been great, and we look forward to continuing our relationship for many years to come.
We've been working with Paul and Hayley for a few months so far, and they've been very helpful and transparent as we try to navigate the complexities of a budding family life. Great experience so far.
Compared to prior advisors Lake Road provides good access and summary of your portfolio and what is happening. They don't move money around to individual stocks or switch funds all the time which we experienced previously. Cadence of calls is good, they are responsive to emails. Overall, best advisory experience. Wish there was flat fee option though for cost.