Quick Login Links
Book Time
Upload Files
Exit Client Portal
Contact Us
Access all your accounts in one place
Client Portal
Schwab Alliance
Financial Plan Login
Book an Appointment
Upload Files
Register
Let's Chat
Book a call with our team
Book Time With
Marshall M.
Book Time With
Melissa V.
Book Time With
Susan M.
Easy and Confidential
Upload Your Files
Safely share files and documents to help enhance your portfolio.
Not Yet a Client?
Register Your Account
Get started by setting up your account in our system.
Register now
We're Ready to Hear From You
Contact Us
(607) 257-1008
INFO@fingerlakeswm.com
450 N. aurora st. Ithaca, NY 14850
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.