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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | VALICENTI ADVISORY SERVICES INC 400 East Water Street, Elmira, NY, 14901-3411 | $502,273,590 | 1865 | 10 | A Percentage of AUM, Hourly charges |
2 | THE MUSTICO FINANCIAL GROUP, INC. 221 West Church St., Elmira, NY, 14901 | $193,682,000 | 421 | 4 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 110669
Assets Under Management $502,273,590
No. Of Clients1865
Clients Per Financial Advisor187
VALICENTI ADVISORY SERVICES INC is a financial advisory firm situated in Elmira, New York. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1865 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125763
Assets Under Management $193,682,000
No. Of Clients421
Clients Per Financial Advisor105
THE MUSTICO FINANCIAL GROUP, INC. is a financial advisory firm situated in Elmira, New York. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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