The Raymond Agency

Lake Road Advisors is a fee-only independent financial planning firm based in Ithaca, NY, dedicated to helping busy families simplify their finances and achieve their financial goals with confidence. The team focuses on creating personalized and achievable plans, guiding clients through investment strategies, organization of financial life, and ongoing support for life changes and inquiries. By providing expert insight and maintaining a dedicated relationship, Lake Road Advisors aims to alleviate financial stress and hold clients accountable to their aspirations, whether that involves saving for education, preparing for retirement, or navigating complex financial decisions. Their client-focused approach has garnered positive testimonials, highlighting the team's professionalism, knowledge, and commitment to their clients' long-term success. Generated from the website

Lake Road Advisors is a fee-only independent financial planning firm based in Ithaca, NY, dedicated to assisting busy families across the country with their financial decisions. The firm's team focuses on creating personalized, organized financial plans that align with clients' goals, providing expert insights and ongoing support to enhance financial well-being. Clients appreciate the firm's comprehensive approach, which includes helping them manage investments, navigate life changes, and achieve both short- and long-term financial objectives. With a commitment to client education and accountability, Lake Road Advisors empowers individuals to make informed financial choices with confidence. Generated from the website

Cornell Pochily Investments is a fee-only investment management firm based in Ithaca, NY, offering personalized services to clients seeking long-term financial success. With a team of experienced Certified Financial Planners, they provide individualized portfolios and comprehensive wealth management, acting as fiduciaries to always prioritize their clients' best interests. By emphasizing a long-term vision and proactive communication, Cornell Pochily Investments aims to guide clients towards their financial goals, while adapting portfolios to their evolving needs over time. With a focus on independence and eliminating conflicts of interest, they provide quality investment advice to help clients build wealth and stress less about their financial future.Generated from the website