Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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.
Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Fee-Based, Hourly, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 181 East Second Street, Corning, NY, 14830 | $354,290,207 | 754 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 42 E. Market St., Corning, NY, 14830 | $295,450,417 | 1092 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 27 East Market Street, Corning, NY, 14830 | $191,102,881 | 604 | 4 | A percentage of AUM |
4 | 10 East Market Street, Corning, NY, 14830 | $95,722,587 | 619 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 4 West Market Street, Corning, NY, 14830 | $84,131,507 | 169 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 5 East Market Street, Suite 229 Corning, NY, 14830 | $78,090,626 | 131 | 2 | A percentage of AUM, Fixed fees |
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.
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.
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.
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.
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.
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.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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