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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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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