Asset management as individual as you

Cultivating relationships for over 35 years

Helping our clients meet their personal financial goals

Our clients come first

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.

 

Valicenti Advisory Services, Inc. is an investment advisory firm that has been providing wealth management services for more than 35 years. Founded in 1984, Valicenti is a fee-based Registered Investment Advisor located in the Southern Tier region of Elmira and Corning, New York. At Valicenti we build long-term relationships. 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. We pride ourselves in having the ability to have our tax team work closely with our investment team to help provide coordinated planning services for our clients. 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.

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