Rockbridge Investment Management

Fingerlakes Wealth Management is a registered investment advisor based in Ithaca, NY, offering comprehensive financial planning and retirement planning services. With a commitment to social and environmental responsibility, they provide personalized investment plans that align with their clients' values and goals, ensuring they are prepared for life's adventures. Driven by a team of experienced financial advisors, Fingerlakes Wealth Management goes the extra mile for their clients, offering advanced financial tools, prompt personal service, and simplified access through their client portal. They are dedicated to impact investing and socially responsible investing, aiming to make a positive difference in the local community and the environment. With a focus on transparency and trust, they strive to build long-term relationships with their clients, providing comprehensive service at every stage of life.Generated from the website

Caruso McLean & Co Inc is a reputable company based in Utica, NY, specializing in providing comprehensive financial services to individuals and businesses. With a dedicated team of professionals, the company offers a range of financial solutions tailored to meet the unique needs and goals of their clients. Generated from their business information

Blue Water Capital Management, LLC is a Syracuse, NY - based, SEC Registered Investment Adviser