Lake Road Advisors
Lake Road Advisors, an independent fee-only financial planning firm with offices in Corning & Binghamton NY, works with mid-career professionals and business owners across the country who want to ensure they are making smart financial decisions today and for their future.
Why work with Lake Road Advisors?
My experience in business (working at a Fortune 500 Wall Street firm to starting a financial planning firm from scratch) and in life (father of 3 young children who moved away from NYC for a better quality of life) uniquely position me. My background allows me to relate to the challenges and tough decisions you face and thus build a better plan for your success. If this sounds like you, please don't hesitate to reach out and set up a call today.