Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. (CRD# 149709) is a financial advisory firm headquartered in Ithaca, NY. They manage $184,536,327 in 1,374 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management185MILLION
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Total Number of Accounts1,374ACCOUNTS
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Average Account Value$134,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, MD, NC, NY, PA, TX, VT
Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 25 years of experience in the finance industry.
Marshall McCormick (CRD# 6218131) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry.
Melissa Vanderhoof (CRD# 4212452) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 3 years of experience in the finance industry.