Keywords: Financial valicenti advisory services inc ny

Valicenti Advisory Services, Inc - Elmira (NY)

Address: 🏡 400 E Water St, Elmira, NY 14901, USA
Phone : +1 (607) 734-2665
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJqfe540QV0IkRZdIks4YhOCQ
#New York

Saadi Sabah, CPA | Bookkeeping + Personal & Business Tax Expert - Staten Island

kay horvat Saadi made the whole process of setting up my LLC so easy and quick and stress-free. He handled all the legal work quickly and explained everything in a way that I could understand. I felt supported the entire time and Im so grateful for his professionalism and kindness. Highly recommend.
5 /5

Inspire Confidence Group - Ameriprise Financial Services, LLC - Albany

Liz Hitt An experienced team of professionals that care deeply for their clients.
5 /5

TruNorthern Federal Credit Union - Malone

Derek V Breanna in the loan department was very helpful and getting us a better rate than our current SeaComm credit card I am glad I called!! Thank you for everything!!
5 /5

Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY - Rochester

Chad Holmes Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for whats best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!
5 /5

OHaver Financial LLC DBA Nichols Financial Services - Waterloo

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.
1 /5