FLFS Advisory LLC

EST. AUM
$161,497,846

CONTACTS
2

CLIENT ACCOUNTS
312

Firm Details

Metro area Rochester
CRD Number 334771
Website fingerlakesfinancialservicesinc.com
Client types

Overview

Finger Lakes Financial Services, Inc., established in 1983, is an independent estate and financial planning firm based in Victor, New York. The firm specializes in providing comprehensive financial planning services, including estate planning, life insurance, and retirement planning. Their approach focuses on helping clients build their ideal retirement through unique, comprehensive strategies and disciplined execution.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FLFS Advisory LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company