Elmira, NY Financial Advisors and Resources



Financial Advisor Firms in Elmira, NY


THE MUSTICO FINANCIAL GROUP, INC.

Website

(607) 733-7935

221 West Church St.

Elmira, NY 14901

SEC#: 801-67939
Years in Business: 14 years

VALICENTI ADVISORY SERVICES INC

Website

(607) 734-2665

400 East Water Street

Elmira, NY 14901

SEC#: 801-19249
Years in Business: 38 years

TWO WEST CAPITAL ADVISORS LLC

Website

(607) 215-4992

2205 College Ave

Elmira, NY 14903

SEC#: 801-76551
Years in Business: 9 years

VALICENTI ADVISORY SERVICES INC

Website

(607) 734-9022

447 East Water Street

Elmira, NY 14901

SEC#: 801-19249
Years in Business: 38 years

ASCENT WEALTH PARTNERS, LLC

Website

(607) 734-2002

1225 W. Water Street
Suite 1
Elmira, NY 14905

SEC#: 801-72693
Years in Business: 10 years

TWO WEST CAPITAL ADVISORS LLC

Website

(607) 215-4992

2205 College Ave

Elmira, NY 14903

SEC#: 801-76551
Years in Business: 9 years


How Retirement-Friendly is Elmira, NY?

  • Population: 27,402
  • % of Population 62 Years and Over: 15.3%
  • Average Home Value: $78,000
  • Average Monthly Housing Cost: $730
  • Average Household Income: $49,549
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


Elmira, NY Financial Advisor FAQs

It's a good idea to start by asking them what they specialize in, and then to ask a specific question pertaining to that topic. Examples might include How can I protect myself from inflation?, What should I do with my 401k before I retire? or What is the difference between investing in stocks and mutual funds?.
A financial advisor is someone who manages your money in order to help you reach your financial goals. They often provide information on topics such as basic personal finance, stocks and the stock market, mutual funds, estate planning, retirement planning, taxes, insurance and more.
A financial advisor can be immensely valuable in helping you make sense of your situation and offer sound advice on where to go from here.
The process of choosing a financial advisor is much like the decision to choose any service provider in your life. You should always do your homework, shop around, and carefully read all contract terms before you sign anything.