Fingerlakes Wealth Management

Investment Bank/Securities Brokerage - Ithaca, NY, US

Fingerlakes Wealth Management Employees
Susan McCormick

CEO & Founder, Wealth Management Advisor

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Marshall McCormick

Managing Partner, Wealth Management Advisor

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Marshall McCormick

Managing Partner, Wealth Management Advisor

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Fingerlakes Wealth Management Senior Management
Susan McCormick

CEO & Founder, Wealth Management Advisor

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Fingerlakes Wealth Management Details

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

Fingerlakes Wealth Management logo, Fingerlakes Wealth Management contact details
Employees: 5 - 9
HQ: 607-257-1008
Location: Ithaca, NY, US
Revenue: 5 - 10 Million
Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Fingerlakes Wealth Management Technologies
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