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

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.

MEET THE TEAM

An intense moment capturing a team of rowers in perfect sync

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.

Schedule a Consultation

Contact Us