Fingerlakes Wealth Management

About

450 N. Aurora St., Ithaca, NY 14850 Phone: 607-257-1008 Website: www.FingerlakesWM.com Email: [email protected]

Story

An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs, and your Financial Planning and Wealth Management.

Fingerlakes Wealth Management is a comprehensive Fee Based Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Risk Management, and Insurance.

While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Fingerlakes Wealth Management, Inc. is strictly forbidden under current securities laws. Also, please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Mission

To create and maintain wealth for our clients through long term effective asset management.

Products

• Income for Life
• Investment Analysis
• Investment Management
• Retirement Planning
• Stocks, Bonds & Mututal Funds
• Trust Accounts
• Annuities & Life Insurance
• Estate Planning...and more!