FLFS Advisory LLC
SEC RegisteredPURSUE FINANCIAL FREEDOM
About the firm
Finger Lakes Financial Services, Inc. offers independent and comprehensive legacy, tax investment, retirement and insurance solutions and smart protection strategies. Since 1983, the firm has focused on providing personalized support and customized, comprehensive strategies for clients' financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent and comprehensive legacy, tax investment, retirement and insurance solutions and smart protection strategies
Who they serve
Individuals who've just started investing, are fully retired, or planning their legacy
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 159 | $42M |
| High Net Worth Individuals | 35 | $111M |
| Charitable Organizations | 1 | $983k |
| State/Municipal Entities | 7 | — |
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FLFS Advisory LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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