Lake Road Advisors - Ithaca (NY)

5 /5 Anne Burns Thomas: My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.

5 /5 Alyssa Rimmer: Working with Paul and his team has been a great experience. Hes has guided us through many large financial decisions in a clear, insightful and caring way. We trust and feel very confident with how Paul supports our financial goals. Couldnt recommend working with Lake Road Advisors more!

5 /5 Peter Wallin: Paul takes great care as he assists he gets to know his clients. He is willing to offer professional assistance, but only after he gets to know them and their current financial situation, I am honored to work with Paul and look forward to a long and lucrative relationship together.