You have people in your life who depend on you. So you need a dependable investment plan. How about one that’s socially and environmentally responsible while still being capable of helping you achieve your goals?
At Fingerlakes Wealth Management, we build financial plans around your family, your values and your needs so you’re prepared for every adventure life throws your way.
If the thought of deep diving into your financial assets has you feeling stressed, you aren’t alone. Managing your finances doesn’t have to be such a cause for concern. Your finances should support your ambitions and care for your loved ones, not add to your workload.
Longevity is often cheered as an achievement, but the downside of living well beyond one's average life expectancy is that it can strain (or worse, completely deplete) an individual's financial resources.
Investment Advisory Services offered through Fingerlakes Wealth Management, Inc., a Registered Investment Advisor. Licensed to do business in: NY, FL, CA, PA, and TX. SEC registered in NY. Fingerlakes Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fingerlakes Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fingerlakes Wealth Management, Inc. unless a client service agreement is in place.
Registered Representative of and securities products offered through Fortune Financial Services, Inc. (FFS), 724-846-2488. Member FINRA & SIPC. Fingerlakes Wealth Management, Inc. and Fortune Financial Services are separate entities. FFS Form CRS
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