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Find Retirement Advisors for Retirement Planning in Corning, New York

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Finding the Best Retirement Planners in Corning, New York

Last Updated - March 22, 2024

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 0 years of experience.

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List of Qualified Retirement Planning Advisors in Corning, New York

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SOCHA FINANCIAL GROUP, LLC
181 East Second Street,
Corning, NY, 14830
$303,439,6407456
A Percentage of AUM, Hourly charges, Fixed Fees
2
BURNS MATTESON CAPITAL MANAGEMENT, LLC
42 E. Market St.,
Corning, NY, 14830
$270,221,89911305
A Percentage of AUM, Hourly charges, Fixed Fees
3
BCK PARTNERS, INC.
27 East Market Street,
Corning, NY, 14830
$168,057,7015847
A Percentage of AUM
4
ROOTED PLANNING GROUP
10 East Market Street,
Corning, NY, 14830
$72,594,3003345
A Percentage of AUM, Hourly charges, Fixed Fees
5
ALSWORTH CAPITAL MANAGEMENT, LLC
4 West Market Street,
Corning, NY, 14830
$69,486,8971586
A Percentage of AUM, Hourly charges, Fixed Fees
6
LAKE ROAD ADVISORS, LLC
5 East Market Street, Suite 229
Corning, NY, 14830
$57,531,9751132
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Corning, New York

QualificationsFirm CRD# 299263

Assets Under Management $303,439,640

No. Of Clients745

Clients Per Financial Advisor124

SOCHA FINANCIAL GROUP, LLC is a financial advisory firm situated in Corning, New York. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 745 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 118315

Assets Under Management $270,221,899

No. Of Clients1130

Clients Per Financial Advisor226

BURNS MATTESON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1130 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 181512

Assets Under Management $168,057,701

No. Of Clients584

Clients Per Financial Advisor83

BCK PARTNERS, INC. is a financial advisory firm situated in Corning, New York. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 584 clients. The team consists of 7 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 284120

Assets Under Management $72,594,300

No. Of Clients334

Clients Per Financial Advisor67

ROOTED PLANNING GROUP is a financial advisory firm situated in Corning, New York. With a nearly $73M assets under management, the firm specializes in crafting personalized retirement planning solutions for 334 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 281417

Assets Under Management $69,486,897

No. Of Clients158

Clients Per Financial Advisor26

ALSWORTH CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corning, New York. With a nearly $69M assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 281657

Assets Under Management $57,531,975

No. Of Clients113

Clients Per Financial Advisor57

LAKE ROAD ADVISORS, LLC is a financial advisory firm situated in Corning, New York. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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