Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of Elmira and Corning, New York.
The mission of Valicenti Advisory Services, Inc. is to provide specialized investment, tax and business services for our clients to help them meet their personal financial goals.
Who we serve
Individuals
We can work with you to develop a financial plan that aims to help you manage your money effectively.
Families
We can help you examine options to build a personalized portfolio that considers your financial goals, risk tolerance and timeline.
Retirees
We'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.
Business Owners
We can help create a financial foundation that aims to care for your employees and executives.
What we do
Our advisory service can encompass portfolio management, planning and consulting, estate planning and 401(k) administration/asset management services. Our tax and business service can encompass taxation, accounting services and business consulting.
Our team
At Valicenti we have been building long-term relationships for over 40 years. When requested to do so, we can work with you to build a financial plan that is uniquely tailored to your personal needs and goals.
Our process
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation, as we have a more detailed conversation about your personal and financial goals.
3. Detailed Planning
This plan will address the areas that are most important to you, and suggest the steps needed to conquer potential obstacles.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.