NY · Lansing

Fiduciary advisors in Lansing, NY

1 advisor with offices in Lansing. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Lansing

Heritage Lake Advisors &Partners

Lansing, New York

Heritage Lake Advisors & Partners, based in Lansing, New York, is a wealth management firm serving high-net-worth individuals, families, and organizations through investment management, financial planning, retirement planning, estate planning, and tax-planning services. The firm operates multiple offices throughout Upstate New York and is registered with the SEC as a broker-dealer and investment adviser through its affiliate &Partners, LLC. Named to the Forbes 2025 Best-in-State Wealth Management Teams list, the practice was formerly known as The Labourdette Financial Group and is led by Partner and Senior Wealth Advisor David M. Labourdette.

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Financial advisors in Lansing, New York

Advisors serving Lansing specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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