Why Valicenti Advisory Services, Inc.

At Valicenti we have been building long-term relationships for over 40 years. When requested to do so, we can work with you to build a financial plan that is uniquely tailored to your personal needs and goals.

We pride ourselves in having the ability to have our tax team work closely with our investment team to help provide coordinated planning services for our clients. 

Our advisory service can encompass portfolio management, planning and consulting, estate planning, and 401(k) administration/asset management services. Our tax and business service can encompass taxation, accounting services and business consulting.