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)
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in New York?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in New York, Corning
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
