Valicenti Advisory Services
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
400 E Water St, Elmira, New York, 14901,...Phone Number
(607) 734-2665Website
www.valicenti.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Valicenti Advisory Services
Founded in 1984, Valicenti Advisory Services, Inc. is a fee-based Registered Investment Advisor located in the Southern Tier region of New York, specializing in wealth management, tax, and business services. The firm aims to help individuals, families, retirees, and business owners achieve their financial goals through personalized financial planning and investment strategies. Their services include portfolio management, estate planning, and business consulting, with a focus on building long-term relationships with clients. Valicenti's process involves understanding client needs, detailed planning, and ongoing support to adapt to changing financial circumstances.Explore more
Valicenti Advisory Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Valicenti Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Valicenti Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Valicenti Advisory Services.
Valicenti Advisory Services Tech Stack
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Founded in 1984, Valicenti Advisory Services, Inc. is a fee-based Registered Investment Advisor located in the Southern Tier region of New York, specializing in wealth management, tax, and business services. The firm aims to help individuals, families, retirees, and business owners achieve their financial goals through personalized financial planni... Read More
