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
Company Details
- Employees
- 6
- Founded
- -
- Address
- 450 N Aurora Street, Ithaca,ny 14850,united States
- Phone
- +1-607-257-1008
- marshall@fwm.io
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- fingerlakeswm.com
- Keywords
- Manager.
- HQ
- Ithaca, NY
Fingerlakes Wealth Management Questions
Fingerlakes Wealth Management's helpline number is +1-607-257-1008
Fingerlakes Wealth Management's website is fingerlakeswm.com
Fingerlakes Wealth Management's LinkedIn profile is https://www.linkedin.com/company/fingerlakes-wealth-management
Fingerlakes Wealth Management has
6 employees.
View email and phone details for 6
employees at Fingerlakes Wealth Management.
Fingerlakes Wealth Management's industry is
Investment Management
Fingerlakes Wealth Management's top competitors are
Ithaca Wealth Management,
Cision Canada,
Tompkins County Department Of Emergency Response,
Silver Square Partners,
Gimme! Coffee,
Pminyc Chapter,
Naftogaz Of Ukraine,
A123 Systems,
Quantum Compliance Systems,
Fiduciary Trust Company.
Fingerlakes Wealth Management's support email address is marshall@fwm.io
Fingerlakes Wealth Management's categories are Investment Management
Fingerlakes Wealth Management's founding year is 2009
