Fingerlakes Wealth Management

Fingerlakes Wealth Management company information, Employees & Contact Information

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
Email
marshall@fwm.io
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Keywords
Manager.
HQ
Ithaca, NY
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