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1. Allstate Personal Financial Representative: Anthony McGinnis
This branch of the renowned Allstate insurance company led by Anthony McGinnis offers a comprehensive range of financial planning services, including but not limited to retirement planning, college savings, mortgage consulting, life insurance, and investment services. Their holistic approach to financial planning makes them a standout among competitors.
2. Burns Matteson Capital Management
As a full-service investment advisory firm, Burns Matteson offers everything from portfolio management to financial planning services. The company’s comprehensive investment advisory and consultancy services have made them a respected name in the Corning financial planning industry.
3. Irvine Wealth Planning Strategies
This financial planning firm stands as a cornerstone for residents of Corning who are seeking personalized financial advice. While detailed information about their services remains undisclosed, their presence in the industry is noted.
4. Ullman John G & Associates Incorporated
With a wide array of financial planning services including investments, stocks, retirement planning, wealth management, and more, John G. Ullman & Associates have earned a reputable status in the financial planning field in Corning.
5. Market Street Trust Co
As a financial planning firm, Market Street Trust Company is recognized as one of the more stable and reliable institutions in Corning, NY. Despite a lack of disclosed information about their services, their name is consistently noted in local financial circles.
6. Alsworth Capital Management, LLC
Alsworth Capital Management is another noteworthy company in the financial planning industry in Corning, NY, holding its place among the list of established firms.
7. Lake Road Advisors
Offering financial planning and consulting services, Lake Road Advisors brings a comprehensive approach to investment service that has won them acclaim in the Corning area.
8. Socha Financial Group, LLC
Socha Financial Group is a wealth management firm that supports clients in all aspects of their financial needs, from investment management to tax return preparation. Their full-service approach helps clients to achieve comprehensive financial well-being.
9. Corning Financial Solutions
With its finger on the pulse of Corning’s financial needs, Corning Financial Solutions provides a much-needed service to the community, helping clients to navigate the intricate financial landscape.
10. Satori Group LLC
As a noted financial planning firm, Satori Group has managed to build a solid reputation in Corning, despite a scarcity of information about their specific services.
11. Nick Lapuma – Raymond James
A financial planner and consultant, Nick Lapuma represents the international Raymond James firm, bringing global financial perspectives to local residents of Corning, NY.
12. BCK Partners, Inc.
As financial consultants, BCK Partners has established a presence in Corning. While specific details about their services are currently undisclosed, their presence in the industry is evident.
13. Merrill Lynch
As one of the world’s leading financial management and advisory companies, Merrill Lynch brings an international level of expertise to the financial landscape of Corning. From investment banking to wealth management, their service offerings are vast and comprehensive.
14. The Chris Green Agency
While better known as insurance agents, The Chris Green Agency has earned a spot in Corning’s financial industry by providing solid financial advice alongside their core insurance services.
15. O Brien Financial Group
As an investment service and financial consultancy, O’Brien Financial Group rounds out our list of influential financial planning firms in Corning, NY. Their presence in the industry underscores the diverse range of financial planning services available in this community.
Corning, NY boasts an impressive roster of financial planning companies, ranging from local firms to branches of globally recognized brands. With a wide array of services on offer, the residents of this small city have access to high-quality financial planning and investment advice. The firms in Corning, NY continue to shape the financial landscape, fostering an environment that encourages investment and financial growth.
