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 you 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 registrations check. 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 0 years of experience.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SOCHA FINANCIAL GROUP, LLC 181 East Second Street, Corning, NY, 14830 | $303,439,640 | 745 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BURNS MATTESON CAPITAL MANAGEMENT, LLC 42 E. Market St., Corning, NY, 14830 | $270,221,899 | 1130 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BCK PARTNERS, INC. 27 East Market Street, Corning, NY, 14830 | $168,057,701 | 584 | 7 | A Percentage of AUM |
4 | ROOTED PLANNING GROUP 10 East Market Street, Corning, NY, 14830 | $72,594,300 | 334 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | ALSWORTH CAPITAL MANAGEMENT, LLC 4 West Market Street, Corning, NY, 14830 | $69,486,897 | 158 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | LAKE ROAD ADVISORS, LLC 5 East Market Street, Suite 229 Corning, NY, 14830 | $57,531,975 | 113 | 2 | A Percentage of AUM, Fixed Fees |
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.
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.
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.
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.
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.
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.
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