Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew C
Series 65
Elmira, NY
Valicenti Advisory Services Inc
Andrew Cartwright is a financial advisor with Valicenti Advisory Services Inc. He holds a Series 65 designation and has worked in the financial industry for 14 years, including his current role at Valicenti Advisory Services since 2012. Prior to this, he was employed by the Corning Painted Post Area School District for 13 years. Valicenti Advisory Services, Inc. provides discretionary investment management and financial planning to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses a top-down, Modern Portfolio Theory approach and offers additional services such as tax preparation, bookkeeping, payroll, and insurance products through an affiliated agency.
Joseph V
Elmira, NY
Valicenti Advisory Services Inc
Joseph Valicenti is the sole advisor at Valicenti Advisory Services Inc. in Elmira, NY, with 18 years of experience at the firm he founded. He holds relevant credentials and has developed his practice primarily through Valicenti Advisory Services since 2008. Valicenti Advisory Services provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a top-down, Modern Portfolio Theory approach and complements its investment services with in-house tax preparation, bookkeeping, payroll, and affiliated insurance offerings.
Louis R
Elmira, NY
Valicenti Advisory Services Inc
Louis Ruize is a financial advisor with Valicenti Advisory Services Inc. in Elmira, NY. He holds five years of industry experience and has been with Valicenti Advisory Services since 2016. Valicenti Advisory Services, Inc. provides discretionary investment management and financial planning to individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a top-down, Modern Portfolio Theory approach and complements its investment services with in-house tax preparation, bookkeeping, payroll, and insurance offerings.
Jeffrey N
Elmira, NY
Valicenti Advisory Services Inc
Jeffrey Naylor is a financial advisor at Valicenti Advisory Services Inc with 4 years of industry experience. He has been with Valicenti Advisory Services since 2005. Valicenti Advisory Services, Inc. provides discretionary investment management and financial planning to a range of clients including individuals, trusts, estates, and business entities. The firm combines portfolio management with ancillary services such as tax preparation, bookkeeping, and insurance products through its affiliated agency.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters