Lake Road Advisors is a fee-only, independent financial planning firm with offices in Corning, NY, Ithaca, NY, and Portland, OR. They offer virtual services to clients across the country, providing ongoing, unbiased partnership to help individuals and families make confident financial decisions and achieve greater peace of mind. With a focus on understanding clients' goals and concerns, Lake Road Advisors helps map out realistic and achievable plans, build a comprehensive understanding of financial situations, and provide expert guidance to stay on track and build wealth over time.
With a commitment to saving clients time, reducing stress, and helping them reach their short- and long-term goals, Lake Road Advisors offers personalized financial solutions tailored to individual strengths and priorities. Their dedicated team provides expert insight and answers to pressing questions, ensuring clients feel organized and supported throughout their financial journey. Highly recommended by satisfied clients, Lake Road Advisors is known for their professionalism, knowledge, responsiveness, and tailored services.
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