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.
After a year of working with Paul on our team, I feel fully confident in my financial decisions and capabilities. The guidance and reassurance about my financial future really put my mind at ease during our meetings. We started with looking at our budget, and by the end of the year we had moved on to investing, including how to do it and how to use the platform. I would highly recommend Lake Road Advisors.
I just completed a year of planning with LRA and was very pleased with the results that we achieved. I needed to make sure that I was doing the correct things now to end up where I wanted to be in the long term. Paul & Hayley helped make all that happen.
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.