Advisor Details

Advisor Details

Financial Advisor in Corning, NY

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.

Firm SEC/CRD #

284120

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SEC

NASAA

Firm Logo

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Advisor SEC/CRD #

4868740

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    SEC
    NASAA

    Disclaimer

    For our full email disclaimer, please visit: www.rootedpg.com/email-disclosure 

Contact:

10 E Market Street
Corning, NY 14830

amy@rootedpg.com

(607) 438-2761

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