Financial Advisor in Corning, New York
Personal Bio
We are a women owned firm, geared towards working with professional women (attorneys, engineers, and entrepreneurs). We offer financial planning that includes investment management and tax planning, with a focus on wealth accumulation.
Firm Name
Rooted Planning Group
Firm Bio
We want to ensure you get to that ideal life in the most graceful way possible. So you can save for that big purchase, send the kids off to college, and retire! Rooted Planning Group is a fee only planning group, so we only do what is in your best interest.
Advisor Type
RIA - Amy Irvine
Firm License #
284120
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4868740
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
For our full email disclaimer, please visit: www.rootedpg.com/email-disclosure
