Ascent Wealth Partners

Valicenti Advisory Services Inc., founded in 1984 and located in the Southern Tier region of New York, is a fee-based Registered Investment Advisor dedicated to helping clients achieve their personal financial goals through specialized investment, tax, and business services. With over 40 years of experience, they serve individuals, families, retirees, and business owners, offering tailored financial planning and asset management solutions. The firm's comprehensive approach includes portfolio management, estate planning, taxation, and accounting services, ensuring that clients receive personalized support throughout their financial journeys. Valicenti Advisory Services prioritizes cultivating long-term relationships, adapting strategies to meet the evolving needs and objectives of their clients. Generated from the website

Fingerlakes Wealth Management is a registered investment advisor based in Ithaca, NY, offering comprehensive financial planning and retirement planning services. With a commitment to social and environmental responsibility, they provide personalized investment plans that align with their clients' values and goals, ensuring they are prepared for life's adventures. Driven by a team of experienced financial advisors, Fingerlakes Wealth Management goes the extra mile for their clients, offering advanced financial tools, prompt personal service, and simplified access through their client portal. They are dedicated to impact investing and socially responsible investing, aiming to make a positive difference in the local community and the environment. With a focus on transparency and trust, they strive to build long-term relationships with their clients, providing comprehensive service at every stage of life.Generated from the website