- Financial Planning & Services
- Investment Management
- Retirement Planning

-
About
A locally owned, family operated wealth management firm specializing in investment advice and retirement plans for individuals and businesses.
-
Highlights
- https://www.fingerlakeswm.com/landing/sense-of-security
-
Media
-
Whom to Contact
- Jessica DeLuna-PhillipsClient Services Manager
- Marshall McCormick
- Susan McCormick
- Ksenia TrikozClient Services Manager
- Melissa Vanderhoof
-
-
Directions
We're located on the SW corner of N. Aurora St. & Farm St. in the Fall Creek neighborhood of Ithaca.