Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. (CRD# 149709) is a financial advisory firm headquartered in Ithaca, NY. They manage $65,600,000 in 576 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts576ACCOUNTS
Average Account Value$113,889
- 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
Susan McCormick (CRD# 3074871) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 19 years of experience in the finance industry.