Lake Road Advisors

Lake Road Advisors, an independent fee-only financial planning firm with offices in Corning NY, Ithaca NY, & Portland, OR, works with mid-career professional parents with young families across the country who want to ensure they are making smart financial decisions today and for their future.

Why work with Lake Road Advisors?

?Whether you’re feeling overwhelmed, confident, or confused, there’s always a good reason to work with a financial advisor. A CERTIFIED FINANCIAL PLANNER™ can help you maximize your finances and point out any blind spots.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you reach your goals and give you peace of mind.

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Advisors at this Office

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This Office

409 Taughannock Blvd Ithaca, NY 14850 Phone: (607) 438-2914

Primary Office

5 E Market St Ste 229 Corning, NY 14830 Phone: (607) 463-8400

Other Offices

Portland Metropolitan Area Portland, OR 97204 Phone: (607) 463-8400
409 Taughannock Blvd Ithaca, NY 14850 Phone: (607) 438-2914