A Plan For Every Stage In Life
Valicenti Advisory Services, Inc., manages a variety of small and large retirement plans.
A tax-deferred retirement savings plan:
You can save more efficiently:
The mission of Valicenti Advisory Services, Inc., a local independent investment advisor, is to provide the best possible retirement plan features and investment options for your plan by engaging the expertise and resources of a highly qualified plan administrator.
CMC Interactive, LLC
The mission of CMC Interactive, LLC is to provide comprehensive qualified retirement plan solutions to its clients. CMC coordinates the process from design and implementation, through ongoing administration and investment advisory service. CMC utilizes technology to maximize operational efficiencies and grant access to current account information, while its experienced professionals deliver superior levels of personalized client services.
CMC adheres to these guiding principles as it strives to improve the quality of life for its clients' employees through better financial preparation for retirement:
In today's competitive job market, the right benefit package often plays a critical role in the recruiting and retention of quality employees. Through a customized approach, CMC has the flexibility to develop the right solution to meet the unique needs and goals of each plan sponsor.
Individual and Small Business Plan Administrator
Denise S. Redon, Pension Consultant
Denise acts as an independent third-party record keeper and consultant for individual and small business profit sharing and 401(k) plans. She provides the technical, actuarial, consulting, quarterly valuations and administrative services for each plan and works closely with Valicenti Advisory Services, Inc. to ensure that plans operate smoothly and remain in compliance. As plan laws change, Denise reviews each plan to make sure that it continues to meet the specified objectives and all applicable laws and regulations.
Investment Advisor
Valicenti Advisory Services, Inc. will provide a totally bundled service with fees, charged quarterly, based on the market value at the end of the previous quarter.
The plan fees can be charged directly to the company, to the plan and allocated to each participant or charged at an agreed upon allocated percentage.
Custodial Services
Through Charles Schwab, Valicenti Advisory Services, Inc. and CMC Interactive, LLC provide comprehensive, flexible trust and custody services. From safeguarding plan assets to accurate recordkeeping, our experts oversee every detail you expect.
Schwab gives CMC and Valicenti Advisory Services, Inc. single-source access to vast investment choice and flexibility, with no proprietary fund requirements. With hundreds of fund families, Schwab provides participants a solid core of investment options drawn from America's best-known mutual fund companies.
Call Us: (607) 734-2665
Email: info@valicenti.com
400 East Water Street
Elmira, NY 14901
447 East Water Street
Elmira, NY 14901
24 West Market Street
Corning, NY 14830
Published March 16, 2024 at 03:14 AM
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