Fingerlakes Wealth Management

Fingerlakes Wealth Management 450 N. Aurora St., Ithaca, NY 14850 Phone: 607-257-1008 Website: www.FingerlakesWM.com is strictly forbidden under current securities laws.

An Experienced, Trusted Financial Advisor, providing unique solutions for your investment needs, and your Financial Planning and Wealth Management. Fingerlakes Wealth Management is a comprehensive Fee Based Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Tax Efficient Investing, Ri

sk Management, 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. 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.

The best trips are about the memories you make—not the unnecessary fees you pay. ✈️A little planning before you travel c...
07/31/2026

The best trips are about the memories you make—not the unnecessary fees you pay. ✈️

A little planning before you travel can help you avoid extra costs, get better exchange rates, and make the most of your budget while you're abroad. Small financial decisions before you leave can make a big difference once your adventure begins.

This month's Charles Schwab article offers practical tips on saving money while traveling internationally.

Read the article: https://www.schwab.com/learn/story/ways-to-save-money-when-traveling-abroad

A growing family brings exciting new beginnings—and new financial priorities.Preparing a nursery is one way to get ready...
07/29/2026

A growing family brings exciting new beginnings—and new financial priorities.

Preparing a nursery is one way to get ready. Preparing your financial future is another.

Whether you're welcoming your first child or growing your family, having a plan in place can help you feel more confident about what's ahead.

At Fingerlakes Wealth Management, we're here to help you build a financial plan that grows with every stage of life.

Ready to plan for your family's next chapter?

📍 Schedule a meeting with our team: https://fingerlakeswealth.com/

Buying a home is a major milestone—but it's only the beginning.From maintenance and insurance to emergency savings and o...
07/27/2026

Buying a home is a major milestone—but it's only the beginning.

From maintenance and insurance to emergency savings and ongoing expenses, homeownership comes with financial responsibilities that are easy to overlook.

The good news? A little preparation today can help you avoid costly mistakes tomorrow.

This month's Charles Schwab article offers practical tips to help you avoid 7 common money mistakes new homeowners can make and protect your investment.

📖 Read the article:
https://www.schwab.com/learn/story/7-money-mistakes-new-homeowners-can-avoid

Meet part of the Finger Lakes Wealth Management Client Relations Specialists 🐾From office days to client meetings, these...
07/24/2026

Meet part of the Finger Lakes Wealth Management Client Relations Specialists 🐾

From office days to client meetings, these four are always nearby bringing a little extra personality, comfort, and joy to the team.

At Finger Lakes Wealth Management, relationships are at the center of everything we do and sometimes the best coworkers have four legs.

Every great trip starts with a plan—and your finances should be part of it.Booking flights, reserving a hotel, and reque...
07/22/2026

Every great trip starts with a plan—and your finances should be part of it.
Booking flights, reserving a hotel, and requesting time off are all important. But taking a few minutes to plan your travel budget can help you enjoy your vacation with greater peace of mind.

Small financial decisions today can make your next adventure even more rewarding.

Ready to create a financial plan that supports the life you want to live? We'd love to help.

👉 Meet with our team: https://fingerlakeswealth.com/

Meet Marshall McCormick.With a focus on socially responsible investing and thoughtful financial planning, Marshall bring...
06/30/2026

Meet Marshall McCormick.

With a focus on socially responsible investing and thoughtful financial planning, Marshall brings a clear and experienced approach to guiding clients through important decisions.

He is committed to helping clients align their financial choices with their values, while building long-term relationships along the way.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Meet Melissa Vanderhoof. With a background in healthcare and financial therapy, Melissa brings a thoughtful and client-c...
06/24/2026

Meet Melissa Vanderhoof. With a background in healthcare and financial therapy, Melissa brings a thoughtful and client-centered approach to financial planning. She is known for her empathetic style and her ability to understand each client’s unique story, helping create meaningful and personalized financial guidance.

If you need support with wealth management, schedule a time to meet with us:
https://www.fingerlakeswm.com/contact

Address

450 N Aurora Street
Ithaca, NY
14850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16072571008

Website

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