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.
Before you start working with a financial advisor, you should ensure you’re partnering with the right person for you; someone you can trust and work with for the long haul. Here are a few questions to ask to learn more about them before you hire a financial advisor.
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.