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
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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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
