This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Lake Road Advisors
- Financial Services
- Binghamton, NY
About this business
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.
Location details
37 Front St, Binghamton, NY, 13905, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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 isn't 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.
Working with Paul and his team has been a great experience. He's 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. Couldn't recommend working with Lake Road Advisors more!
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.
Frequently asked questions about Lake Road Advisors
How is Lake Road Advisors rated?
Lake Road Advisors has a 5 star rating with 3 reviews.
When is Lake Road Advisors open?
Lake Road Advisors is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com