Finger Lakes Financial Services, Inc.

Independent Financial and Estate Planning Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA, SIPC H. Beck, Inc. and Finger Lakes Financial Services, Inc. are not affiliated.

Calta Tax & Financial Services, LLC

We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies. Our goal? To give you confidence in your financial future for years to come.

The Oasis Firm

The Oasis Firm is the home of holistic financial planning. The Oasis Firm is a full-fledged financial services company equipped to assist individuals in improving their quality of life through financial literacy and an array of services. Whether you need help from debt management to wealth management; we are the right place for you. The Oasis Firm offers services such as, Debt Consolidation, Tax Services, Credit Repair, Life, Health, and Annuities management just to name a few.

FFP Wealth Management

At FFP Wealth Management, we provide expert Financial Planning services that cover a wide breadth of personal finance issues. Our plans include a detailed analysis of items such as cash flow, income tax, investments, retirement planning, insurance coverage, and survivor planning. In addition, we also provide more specified planning for items such as Net Unrealized Appreciation of employer stock, mortgage refinance analysis, long-term care planning, strategic charitable donation strategies, and countless others. We do not use boilerplate templates or generic financial planning software. Rather, each plan is designed according to the unique personal circumstances of each client. Our financial plans are not directed towards selling certain annuity products or insurance policies. As a fiduciary, fee-only advisor, we believe that our advice is our product and our primary focus is seeking strategies which are in the best interest of the client. When you file your tax return every spring, you are looking into the past. Planning is formulating a strategy to meet future goals. The Tax Supersheet®, a proprietary tool developed and used exclusively by FFP Wealth Management, allows us to project your tax liability for the current year based on what is happening right now. The strategies developed at FFP Wealth Management utilize the Tax Supersheet® to consider how our recommendations will impact your taxes, allowing you to make an informed decision about your finances.

Financial Security Analysts, LLC

Financial Security Analysts, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided highly personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to help them create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on"​ approach to financial services. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 877-886-8434.