Fingerlakes Wealth Management - Ithaca, New York

Fingerlakes Wealth Management

Located at 450 N Aurora St, Ithaca, NY 14850, United States, Fingerlakes Wealth Management is a highly regarded financial planning and consulting firm. Specializing in financial planning and consulting, they offer a range of services to meet their clients' diverse needs.

Key Features and Services

• Women-owned
• Online appointments
• On-site services
• Wheelchair accessibility
• LGBTQ+ friendly
• Appointments recommended

Expertise and Professionalism

Fingerlakes Wealth Management is known for its knowledgeable and experienced team of financial advisors. Susan McCormick, a key figure at the firm, has been advising clients on their retirement planning for nearly a decade. Her down-to-earth approach combined with her professional expertise has resulted in exceptional portfolio growth for her clients. The advisors at Fingerlakes Wealth Management are not only knowledgeable but also friendly and professional, making their clients feel comfortable and empowered during appointments.

Testimonials and Reviews

The firm has received overwhelmingly positive reviews, with a 5/5 average rating based on 4 reviews on Google My Business. One client, Susan McCormick, shares her positive experience working with the firm for years, always leaving appointments feeling empowered and calm. The client emphasizes the firm's friendly and professional demeanor, stating, 'I cannot recommend them enough.' Another satisfied client highlights the steady growth of their portfolio beyond expectations, attributing it to Susan's level of expertise.

Contact and Appointment Information

For those seeking financial planning or consulting services, Fingerlakes Wealth Management is a top choice. To schedule an appointment or learn more about their services, please visit their website at fingerlakeswm.com or contact them directly at 6072571008.

👍 Reviews of Fingerlakes Wealth Management

Marion F.

5/5

I have worked with them for years, and always receive wise advice for my present and future circumstances which change every year. I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.

Jude K.

5/5

Susan McCormick of FLWM has been advising me on my retirement for almost a decade. She is down to earth and also extremely professional, and her level of expertise has resulted in steady growth of my portfolio beyond my expectations. I would highly recommend her and FLWM.

william C.

5/5

These folks are great! I'm a small business owner that networks with others like me. These are local people that are attentive,more than fair with fees and are always there for you. They do things the way they should be done! Call them NOW.

Traven P.

5/5

A wonderful team of professionals! We are so grateful for their expertise in managing our family's investments! Thank you Melissa & team!