Lake Road Advisors
Financial ServicesNew York, United States2-10 Employees
We’ve been there. We’re parents. We’re business owners. And we’ve carefully navigated life’s ups and downs while keeping our eyes on finances. Whether you’re a parent with young kids, you’re nearing retirement, or you’re a small business owner—we understand you, and we’re prepared to help you achieve your goals. Lake Road Advisors (LRA) is a virtual wealth management firm headquartered in Corning, New York, with offices in Ithaca, NY, and Vancouver, WA, founded by Paul Sydlansky, CFP, in 2016, serving successful couples planning their next chapter, whether that’s retirement, part-time work, or a less demanding second act. 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. They can be reached by phone at the Corning, NY office at (607) 463-8400, Ithaca, NY office at (607) 438-2914, or Vancouver, WA office at (607) 292-2172 or at the firm’s website at https://www.lakeroadadvisors.com/. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://www.lakeroadadvisors.com/.