ROOTED PLANNING GROUP
Tel: 607-438-2761 10 East Market Street Corning, New York 14830
About ROOTED PLANNING GROUP
ROOTED PLANNING GROUP is a Corning, New York based financial advisory firm with nearly $95,722,587 in assets under management and provides investment advisory services for 619 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
284120
Firm SEC#:
801-112546
Assets Under Management:
$95,722,587
No. of Clients:
619
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Education seminars/workshops, Other (TAX PREPARATION)
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