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Heritage Lake Advisors is a multi-generational team specializing in family wealth management and business financial planning. We are dedicated to helping you and your family navigate the complexities of wealth, using advanced tools and tailored strategies to help enhance and preserve your financial legacy.
At Heritage Lake Advisors, we cater to ultra-high net worth families, individuals, and businesses, guiding them through the complexities of wealth management. Our clients share common values – a deep commitment to family, a desire to build a lasting legacy, and a strong belief in financial prudence.
Visit https://www.heritagelakeadvisors.com/ to learn more.
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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.
Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.
This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.
Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current cli
Company Details
Heritage Lake Advisors &partners Questions
Heritage Lake Advisors &Partners's website is https://www.heritagelakeadvisors.com/
Heritage Lake Advisors &Partners's LinkedIn profile is https://www.linkedin.com/company/heritage-lake-advisors
Heritage Lake Advisors &Partners has
6 employees.
View email and phone details for 6
employees at Heritage Lake Advisors &Partners.
Heritage Lake Advisors &Partners's industry is
Financial Services
Heritage Lake Advisors &Partners's top competitors are
Fertilitae,
Lovewell Group,
Von Hellens &partners,
Capitol Private Wealth Group,
The Alliance Group Of Western Ny,
The Northshore Group &partners,
Financial Planning Association Of Neny,
&partners,
Entandem Wealth Advisors,
Eastern New York Angels.
Heritage Lake Advisors &Partners's categories are Financial Services
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Top Heritage Lake Advisors &Partners Employees
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David Labourdette Jr, RICP, CRPC
Partner, Wealth Advisor At Heritage Lake Advisors
Ithaca, New York, United States, United States2zonarsystems.com, wellsfargoadvisors.com1 +195683XXXXX
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Rachel Whittaker
Client Relationship Manager At Heritage Lake Advisors &Partners
Ithaca, New York, United States, United States -
David M. Labourdette, AIF®
Managing Director – Senior Wealth Advisor
Lansing, New York, United States, United States1wellsfargo.com -
Kevin Labourdette, CFP®
Partner, Wealth Advisor At Heritage Lake Advisors
Skaneateles, New York, United States, United States3cummins.com, gmail.com, corning.com2 +181237XXXXX
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