Your College/University Retirement Investments and/or Employer Sponsored Retirement Plans:

Your College & University retirement investments are an integral part of your planning. We have personal and professional experience with university/college retirement plans and the investment choices available. We also have personal and professional experience with State Retirement plans. For all college/university retirement plans Fingerlakes Wealth Management offers the following services for your investments:

  • Analyze current holdings & assets
  • Recommend target portfolios
  • Monitor investment progress 

Employer Sponsored & College/University Retirement Plans are important to your financial wellbeing. At Fingerlakes Wealth Management we will review your entire portfolio of investments in creating a comprehensive plan for you and your family.