Lake Road Advisors Opens Satellite Office in Ithaca

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Lake Road Advisors, a financial planning firm in Upstate New York, has opened a third office location.

Lake Road Advisors, a fast-growing financial planning firm based in Upstate New York, has announced the opening of a new office location in Ithaca, NY. The location at 409 Taughannock Boulevard will allow Lake Road Advisors to better serve its growing client base in Tompkins County.

While Lake Road Advisors is considered a location-independent firm, one that can provide a service and experience regardless of their client’s location, they believe financial planning is still a service where people will first look locally to find assistance. With the new office, people in Ithaca and Tompkins County will be able to find local access to a fee only, independent fiduciary planning firm.

“Ithaca represents growth, culture, and diversity that is unparalleled in Upstate NY," said the firm’s Founder, Paul Sydlansky, CFP®. "Despite being a firm that works with families all across the country, we felt having a presence in Ithaca was important to solidify our commitment to the region.”

In 2016, Paul Sydlansky, CFP® founded Lake Road Advisors to provide expert financial advice and education that can help families and business owners simplify their lives and achieve their financial goals. The firm carries a fiduciary designation, meaning its advisors have a legal responsibility to put their clients’ best interests first.

Lake Road Advisors is an independent, fee-only financial planning firm with three locations in New York State: Corning, Ithaca, and Garden City. For more information about Paul Sydlansky and Lake Road Advisors, visit https://www.LakeRoadAdvisors.com.

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Paul Sydlansky
@psydlansky
since: 10/2012
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