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.
Fees Matter. Performance Matters.
We can show you how they can be related.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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Alan D. Deuel, CLU ChFC*
Financial Advisor
Angela Babcock
Registered Assistant, LPL Financial
Cory Caldwell
Executive Assistant
David F. Gwynn, CLU ChFC*
Financial Advisor
Nicholas Twentyfive
Financial Advisor
Vivian J. Sciarabba
Administrative Assistant