Irvine Wealth Planning Strategies LLC
Legal Name: IRVINE WEALTH PLANNING STRATEGIES, LLC
Full Contact Details
Irvine Wealth Planning Strategies LLC
10 EAST MARKET STREET, CORNING, NY
607-438-2761
Other Info
Irvine Wealth Planning Strategies LLC, a NY Limited Liability Company, is comprised of 7 employees, all of whom are in advisory roles, and serves a diverse client base of 129 individuals. Its SEC status is currently approved, and the firm is registered since March 1, 2018.
Rooted Planning Group
Rooted Planning Group is a fixed fee financial planning agency. We provide investment strategies, financial programs and education, and small business finance consulting.
Direct Owners
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AMY ELIZABETH IRVINE
PRINCIPAL, CCO owns 75% or more