Lake Road Advisors - Ithaca (NY)

Deandra Wright They took the professional yet caring approach to aiding me in my journey to my first level of financial freedom. A lot of company’s promise and can’t make good on their promises because of all the hidden fees and tax and just flat out lies. Garden of wealth told me everything upfront and allowed me to make my decision with no pressure and was transparent every step of the way. I’m a big skeptic, I’m skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family. Family is a strong word, but that’s what we are, a reliable, caring, and all around genuine family. The only thing I would change, if I were to change anything is when I decided to join. The sooner the better & closer to your financial goal.

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.

Roger Murzynowski Nice place with nice employees. I was there to sell antiques and jewelry.

Russell Blair As a health care professional, I strongly recommend this practice. The office and professional staff are friendly and professional. The providers take the time to get to know their patients and their individual health needs. Always an outstanding experience.

Carmen Ortiz Excellent customer service. I was served by Diana Torralba, who was absolutely kind, patient, and dedicated. Her personality made the process effortless. She is extremely knowledgeable about the businesss services. I would return a thousand times and ask to be served by her again.