PURSUE FINANCIAL FREEDOM
Whether you've just started investing, are fully retired, or planning your legacy - we'll help you identify and plan for your financial dreams.
EXPERIENCE FOR YOUR FUTURE
What does it take to help you build your ideal retirement?
The customized, comprehensive strategies and disciplined execution that put Finger Lakes Financial Services, Inc. on the map.
Since 1983, we've had only one focus: You.
We'll work with you to provide personalized support every step of the way.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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HOW WE WORK
We offer independent and comprehensive legacy, tax investment, retirement and insurance solutions and smart protection strategies.
Alan D. Deuel, CLU ChFC*
Financial Advisor
Angela Babcock
Registered Assistant, LPL Financial
Cory Caldwell
Executive Assistant
David F. Gwynn, CLU ChFC*
Financial Advisor
Vivian J. Sciarabba
Administrative Assistant