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Find Retirement Advisors for Retirement Planning in Corning, New York

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Corning, New York

Last Updated - April 25, 2025

Corning has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Corning, New York have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Corning, New York

advisor
vector.svg VERIFIED

Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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Top 6 Retirement Planning firms in Corning, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

181 East Second Street,
Corning, NY, 14830
$354,290,20775411
A percentage of AUM, Hourly charges, Fixed fees
2

42 E. Market St.,
Corning, NY, 14830
$295,450,41710926
A percentage of AUM, Hourly charges, Fixed fees
3

27 East Market Street,
Corning, NY, 14830
$191,102,8816044
A percentage of AUM
4

10 East Market Street,
Corning, NY, 14830
$95,722,5876195
A percentage of AUM, Hourly charges, Fixed fees
5

4 West Market Street,
Corning, NY, 14830
$84,131,5071696
A percentage of AUM, Hourly charges, Fixed fees
6

5 East Market Street, Suite 229
Corning, NY, 14830
$78,090,6261312
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Corning, New York

QualificationsFirm CRD# 299263

Assets Under Management $354,290,207

No. Of Clients754

Clients Per Financial Advisor69

SOCHA FINANCIAL GROUP, LLC is a financial advisory firm situated in Corning, New York. With a nearly $354M assets under management, the firm specializes in crafting personalized retirement planning solutions for 754 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (TAX PREPARATION)
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QualificationsFirm CRD# 118315

Assets Under Management $295,450,417

No. Of Clients1092

Clients Per Financial Advisor182

BURNS MATTESON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1092 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 181512

Assets Under Management $191,102,881

No. Of Clients604

Clients Per Financial Advisor151

BCK PARTNERS, INC. is a financial advisory firm situated in Corning, New York. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 604 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 284120

Assets Under Management $95,722,587

No. Of Clients619

Clients Per Financial Advisor124

ROOTED PLANNING GROUP is a financial advisory firm situated in Corning, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (TAX PREPARATION)
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QualificationsFirm CRD# 281417

Assets Under Management $84,131,507

No. Of Clients169

Clients Per Financial Advisor28

ALSWORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 169 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 281657

Assets Under Management $78,090,626

No. Of Clients131

Clients Per Financial Advisor66

LAKE ROAD ADVISORS, LLC is a financial advisory firm situated in Corning, New York. With a nearly $78M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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