Fingerlakes Wealth Management
Fingerlakes Wealth Management, an Experienced and Trusted Advisor, providing unique solutions for your investment needs.
Our responsibility to you is a serious matter. As a Fiduciary, Your Interests Come First. At Fingerlakes Wealth Management the term fiduciary responsibility is more than a phrase. It means we must act with your best interest in mind. As a fiduciary, we are different from traditional investment brokers, insurance agents and other product vendors. It is a distinction we are proud of and one that benefits you. * We are advisors and consultants, not product salespeople like many in the financial service industry. * As a Registered Investment Advisor firm we must strictly adhere to the rules and regulations of the Securities and Exchange (SEC) for the safety and protection of our clients. * We are compensated on a fully-disclosed fee basis as opposed to a product-oriented commission basis for our Investment Advisory, Retirement Planning and Comprehensive Wealth Management Services.
Contact:
Susan McCormick
Address:
Email:
Phone:
607.257.1008
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