Fingerlakes Wealth Management
An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs and your Financial Planning and Wealth Management. As an SEC Registered Investment Advisor we are a comprehensive Fee Based Investment Advisory Firm. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Risk Management, Socially Responsible Investing, and Insurance. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Fingerlakes Wealth Management, Inc. is strictly forbidden under current securities laws. Also, please be aware that while we monitor comments left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Fingerlakes Wealth Management and Fortune Financial Services, Inc. are separate entities
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
141
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JD
Jessica Deluna-Phillips
Client Services Manager · Customer/Client Service
EmailPhone - KT
Ksenia Trikoz
Licensed Client Service Manager · Other
EmailPhone - MV
Melissa Vanderhoof
Wealth Management Advisor · Finance & Accounting
EmailPhone - MM
Marshall McCormick
Managing Partner, Wealth Management Advisor · Finance & Accounting
EmailPhone - SM
Susan McCormick
CEO & Founder, Wealth Management Advisor · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Fingerlakes Wealth Management
6 distinct titles indexed · top 6 shown.
- 1administration assistant
- 1ceo & founder, wealth management advisor
- 1client services manager
- 1licensed client service manager
- 1managing partner, wealth management advisor
- 1wealth management advisor
Sign up to unlock all 6 contacts at Fingerlakes Wealth Management
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