Lake Road Advisors - Corning, New York

Jody C.

Paul and Hayley analyzed my financial position and provided me with options. They filled in the gaps of my financial knowledge. As they came to know me as a cautious investor, they did not push. Rather, they gave me the knowledge and confidence to make choices in the future. They have excellent listening and discerning skills, and they provided me with summaries of our conversations and homework to keep me on track. I highly recommend them and only wish I had met them years ago.

John H.

Paul and Hayley have been absolutely fantastic! We were referred to Paul from a neighbor in Feb. 2022. We were lost and unsuccessful trying to plan for retirement and investing on our own. Thanks to Paul and Hayley for conducting a comprehensive review of our financial situation and setting us on the right path. Paul and Hayley are both a pleasure to work with and have helped us tremendously. We would HIGHLY recommend Lake Road Advisors to anyone needing financial planning.

Hani H.

Paul is very professional and knowledgeable. He has the best interest of the client in mind when making recommendations. Hayley also is very detail-oriented and is always great with following ups on different tasks and getting them done in a timely manner. Highly recommended!

Dennise H.

Paul has been working with my husband and I for the past year, he has been an enormous help to us in getting our financials plan in order. His knowledge and advice has been a key factor in the success we have had. He provides regular check-ins that keep you on track and accountable to your goals without making you feel that you can't still enjoy the things you're doing in your day to day life. He is great with showing you how to be proactive instead of reactive on items that our most important to you. We trust Paul and his team We would highly recommended them!

Michael S.

We met Paul in the fall of 2016. At the time my husband and I had decided to begin seriously preparing for our long-held wish to leave the US and live full-time in Europe. We would both be retiring early, and did not know whether we had the financial resources to do what we wanted.

From the very first meeting we knew that Paul was the person to help us, and he became our financial planner in January 2017. Through our relationship, Paul’s focus on planning to achieve specific goals, rather than short-term gain, has met our needs perfectly. Paul helped us understand our risk tolerance, guided us in defining the quality of life we wanted abroad and the annual funding we would need to sustain that over time. Through probability analysis of our assets vs. projected costs, he provided the assurance we needed that we would be financially secure in the future we were planning. We realized our dream in summer 2018 with the purchase of a property in Europe, where we now live permanently.

Paul remains an essential partner for us. We rely on him to keep us on track with our long-term plan, and also as a sounding board for financial questions big and small. He is always available when we need him, always provides thoughtful and helpful advice, and genuinely cares about us and our happiness. I can honestly say that we would not be where we are today, that we would not have made this major life change as quickly or as smoothly, without Paul Sydlansky and Lake Road Advisors at our side.

Asima J.

Paul has been working with our family for over two years, and has been such a tremendous guide to getting our financial house in order. He and his team always lead with care and compassion for our individual needs, and always recommend actions based on what's best for us, not for their financial gain. In our regular check-ins they keep track of both short and long term goals, making sure we don't overlook things like life insurance, mortgage refinancing, wills, and potential medical needs down the line. With their help, we've been able to save for future goals while still enjoying our lives today (a big priority for Paul in how he manages your finances!). We trust in Paul and his team and would recommend him to everyone.

Ted G.

My wife and I have worked with Paul and Lake Road Advisors over the past five years, and they have made a huge difference in our financial picture and mindset. Paul's expert advice, organized approach and positive encouragement have helped us to structure our financial lives and achieve goals that seemed unattainable only a few years ago. From providing a thorough review of our insurance coverages and retirement asset allocations, to helping us to implement a practical household budget and college savings plan, Paul has offered sound and actionable guidance every step of the way. We feel more confident in our financial future than ever before, thanks to Paul and his team!

Rosetta G.

Paul is a caring, knowledgeable financial advisor that has earned our trust over the past year. His clear, concise communication has helped our knowledge regarding personal finances and retirement planning grow in a positive direction. We highly recommend Lake Road Advisors !