The mission of Valicenti Advisory Services, Inc. is to provide specialized investment, tax and business services for our clients to help them meet their personal financial goals.
Portfolio Management
- Individual and Joint Accounts
- Individual Retirement Accounts (IRA’s)
- Trust and Estate Accounts
- Endowment and Foundation Accounts
- Business Retirement Plans
- Agent for the Fiduciary
With our team approach, each portfolio has a primary and a secondary portfolio manager, a Financial Paraplanner Qualified Professional™ and a client services person assigned to it. The account is unique to the client’s needs.
Planning and Consulting Available
- Estate
- Financial
- 401(k) Review and Analysiss
- Income
- Retirement
- Taxes
We can work with other professionals such as accountants and lawyers to help develop and implement what is best for the clients.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Neither Valicenti Advisory Services, Inc., nor any of its employees, serves as an attorney, nor do they prepare legal documents.