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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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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