Fingerlakes Wealth Management

www.fingerlakeswm.com

An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs and your Financial Planning and Wealth Management. As an SEC Registered Investment Advisor we are a comprehensive Fee Based Investment Advisory Firm. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Risk Management, Socially Responsible Investing, 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. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Fingerlakes Wealth Management and Fortune Financial Services, Inc. are separate entities

Read more

Reach decision makers at Fingerlakes Wealth Management

Lusha Magic

Free credit every month!

An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs and your Financial Planning and Wealth Management. As an SEC Registered Investment Advisor we are a comprehensive Fee Based Investment Advisory Firm. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Risk Management, Socially Responsible Investing, 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. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Fingerlakes Wealth Management and Fortune Financial Services, Inc. are separate entities

Read more
icon

Country

icon

State

New York

icon

City (Headquarters)

Ithaca

icon

Employees

1-10

icon

Founded

2009

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Managing Partner , Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer and Founder , Wealth Management Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(30)

Reach decision makers at Fingerlakes Wealth Management

Free credits every month!

My account

Sign up now to uncover all the contact details