Services We Provide
Wealth Management Services
Our investment firm is registered with the Securities and Exchange Commission (SEC) and was established in April 1984 and, since inception, we have provided personal service to our clients using a team approach.
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.
- Individual and Joint Accounts
- Individual Retirement Accounts (IRA’s)
- Trust and Estate Accounts
- Endowment and Foundation Accounts
- Business Retirement Plans
- Agent for the Fiduciary
With our team approach, each portfolio has a primary and a secondary portfolio manager, a Financial Paraplanner Qualified Professional™ and a client services person assigned to it. The account is unique to the client’s needs.
Planning and Consulting Available
- 401(k) Review and Analysis
We work with other professionals such as accountants and lawyers to develop and implement what is best for the clients.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Neither Valicenti Advisory Services, Inc., nor any of its employees, serves as an attorney, nor do they prepare legal documents.