Lake Road Advisors

Paul is very professional and knowledgeable. He has the best interest of the client in mind when making recommendations. Hayley also is very detail-oriented and is always great with following ups on different tasks and getting them done in a timely manner. Highly recommended!

I have been working with Lake Road Advisors for a year. They are phenomenal. Knowledgeable, professional, responsive, but also fun to work with. I look forward to our calls, which wasn't something i ever expected to say about working with financial advisors! They've helped me so much and I would heartily recommend them to anyone.

Paul and Hayley have been absolutely fantastic! We were referred to Paul from a neighbor in Feb. 2022. We were lost and unsuccessful trying to plan for retirement and investing on our own. Thanks to Paul and Hayley for conducting a comprehensive review of our financial situation and setting us on the right path. Paul and Hayley are both a pleasure to work with and have helped us tremendously. We would HIGHLY recommend Lake Road Advisors to anyone needing financial planning.