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 in order to 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 Registered ParaplannerSM and a client services person assigned to it. The account is unique to the client’s needs.
Planning and Consulting
- 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.