Capstone Wealth Management Group, LLC, based out of Clarks Green, PA, is a distinguished local investment advisory firm. With over 450 individual clients and a remarkable $213,251,000 in assets under management, Capstone Wealth Management Group provides comprehensive financial solutions to individuals and employer 401K plans. They boast extensive experience in this space, with approximately 92% of the assets they manage being discretionary. The firm operates from a single office and prides itself on delivering personalized, professional services. Their team of five dedicated employees, all highly skilled investment advisors, work diligently to optimize client portfolios and achieve financial goals. With an average of $42,650,000 in assets under management per investment advisor, Capstone Wealth Management Group ensures that each client receives individual attention and tailored strategies. Capstone Wealth Management Group's compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures transparency and aligns the firm's interests with their clients' objectives. Within the firm, several long-tenured advisors stand out for their expertise and commitment. Richard Condeelis, Bryan Kupchik, and Robert Schultz have played integral roles in Capstone Wealth Management Group's success, earning the trust and loyalty of their clients through their knowledge and dedication. Capstone Wealth Management Group, LLC, remains dedicated to providing exceptional financial advisory services, assisting clients in building and preserving their wealth while navigating the complexities of the ever-changing financial landscape.

Anchor Capital Management, LLC, based out of Ithaca, NY, is a small investment advisory firm dedicated to providing personalized financial solutions. With a total of three highly skilled employees, the company specializes in investment advisory services, catering to a diverse client base. On average, each investment advisor manages approximately $89,130,000 in assets under management, aligning with the industry average. The compensation structure at Anchor Capital Management, LLC encompasses various types, including a percentage of assets under management. This allows the firm to maintain a transparent and mutually beneficial relationship with their clients. With over 30 individual clients and assets under management exceeding $37,503,000, the company has proven its competence in handling diverse portfolios. Notably, Anchor Capital Management, LLC demonstrates substantial expertise in managing employer 401Ks and individual assets, which constitute approximately half of their total assets under management. Their extensive experience in this sector positions them as a reliable partner for those seeking retirement planning and investment advice. Operating with a discretionary approach, Anchor Capital Management, LLC offers a hands-on and proactive approach to wealth management. Their commitment to client satisfaction is further exemplified by their long-standing registered advisor, Anne Chernish, who has been with the firm since 2008. With an office in Ithaca, NY, Anchor Capital Management, LLC is well-positioned to serve the financial needs of individuals and businesses in the local community and beyond.

Fingerlakes Wealth Management, Inc., a small investment advisory firm headquartered in Ithaca, NY, specializes in providing comprehensive wealth management solutions. With three dedicated professionals, the firm offers personalized investment advisory services to a diverse clientele. Boasting an impressive track record, Fingerlakes Wealth Management manages an average of $433,430,000 in assets per investment advisor, surpassing industry standards. Their compensation structure caters to clients' needs, incorporating various methods such as a percentage of assets under management, fixed fees, and performance-based fees. With over 420 individual clients and a total of $147,868,000 in assets under management, the firm has established a strong presence in the financial market. Notably, a significant portion of their assets under management comes from employer 401Ks and individual investors, showcasing their expertise in this realm. All assets managed by Fingerlakes Wealth Management are under their discretion, allowing them to make informed investment decisions aligned with their clients' financial goals. Their success can be attributed to a team of experienced professionals, including Susan McCormick, Marshall McCormick, and Melissa Vanderhoof, who have been instrumental in driving the firm's growth. As an established firm with an excellent reputation, Fingerlakes Wealth Management continues to deliver exceptional service to its clients. With their focus on tailored wealth management solutions and extensive industry expertise, they strive to help individuals and organizations navigate the complex world of investments while safeguarding their financial future.

Capital Wealth Investments, a reputable investment advisory firm, is headquartered in Scranton, PA, with three office locations. With a team of three dedicated professionals, two of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. On average, each investment advisor manages approximately $128,280,000 in assets, reflecting their proficiency in handling substantial portfolios. The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, ensuring a customized approach to meet the unique needs of their clients. Approximately half of their assets under management stem from employer 401Ks and individual accounts, demonstrating their extensive experience in this area. With a discretionary management approach, Capital Wealth Investments assumes full responsibility for making investment decisions on behalf of their clients. A significant 96% of the assets they manage fall under discretionary management. Capital Wealth Investments prides itself on serving a diverse client base, with over 400 individual clients and assets under management exceeding $256,561,000. Sandra Galdieri Kosiba and Tracy Zullo, two of the longest-tenured registered advisors, bring their wealth of experience to the firm, showcasing their commitment to client satisfaction. Capital Wealth Investments is dedicated to providing personalized financial strategies and comprehensive solutions to help clients achieve their investment goals. Their knowledge and expertise, combined with a client-centric approach, position them as a trusted partner in wealth management.

Stone House Investment Management, LLC, based out of Tunkhannock, PA, is a reputable local investment advisory firm. With 13 dedicated employees, 10 of whom specialize in providing investment advisory services, Stone House offers comprehensive financial guidance to its clients. Each investment advisor, on average, oversees an impressive $10,120,000 in assets under management. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management. With a strong focus on client satisfaction, Stone House has amassed a substantial client base of over 580 individuals, with assets under management totaling more than $401,506,000. Notably, around half of these assets stem from employer 401Ks and individual investors, demonstrating the firm's expertise in this sector. Stone House Investment Management, LLC distinguishes itself by managing 100% of its clients' assets on a discretionary basis. This approach allows the firm to make investment decisions autonomously, providing a seamless and efficient experience for its clients. In addition to investment advisory services, Stone House also functions as an insurance broker or agent, further diversifying its offerings. With two offices in the Tunkhannock area, Stone House has established a local presence and is well-regarded within the community. The firm prides itself on its experienced team of advisors, including John Burke, Raymond Stone, and Robert Brown, who have contributed significantly to its long-standing success. Stone House Investment Management, LLC is committed to delivering personalized financial strategies and trusted advice to help clients achieve their investment goals.

Lesko Securities, Inc. is a highly regarded investment advisory firm headquartered in Vestal, NY, serving a diverse clientele of individuals and employer 401K plans. With over 18 experienced professionals, including 11 dedicated investment advisors, Lesko Securities brings a wealth of knowledge and expertise to their clients' financial goals. Boasting an impressive average of approximately $30,140,000 in assets under management per investment advisor, Lesko Securities demonstrates their commitment to delivering personalized and effective investment strategies. Their compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges to ensure alignment with clients' unique needs. With a deep understanding of employer 401K plans and individual investments, Lesko Securities has established a strong presence in the market. They have successfully managed over $331,528,000 in assets across more than 630 individual client accounts, earning a reputation for delivering exceptional service and results. In addition to their investment advisory services, Lesko Securities also serves as an insurance broker or agent, providing comprehensive risk management solutions to their clients. Their ability to offer a wide range of financial services underscores their commitment to meeting clients' diverse needs under one roof. Lesko Securities takes pride in their team of seasoned advisors, including William Hampton, Laurie Kany, and Lindsay Spauster, who have been with the firm for an extended period. Their extensive experience and dedication to client success contribute to the firm's continued growth and reputation as a trusted financial partner. As a local firm deeply rooted in the community, Lesko Securities, Inc. is dedicated to helping individuals and businesses achieve their financial goals with integrity, expertise, and personalized service.

Valicenti Advisory Services Inc, based out of Elmira, NY, is a local investment advisory firm specializing in providing comprehensive financial guidance and wealth management services. With a team of 10 dedicated professionals, including 6 experienced investment advisors, they offer personalized strategies tailored to their clients' unique financial goals and aspirations. With an average of $124,630,000 in assets under management per investment advisor, Valicenti Advisory Services Inc maintains a solid standing in the industry, comparable to the average benchmark. Their compensation structure is designed to align their interests with those of their clients, incorporating various types such as a percentage of assets under management and performance-based fees. With a remarkable track record, Valicenti Advisory Services Inc manages over $502,274,000 in assets for more than 340 individual clients. Their expertise in employer 401Ks and individual investments is evident, as approximately half of their assets under management originate from these sources. Impressively, 98% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. With three offices strategically located in Elmira, Valicenti Advisory Services Inc is well-positioned to serve the community and cater to the diverse needs of their clientele. The firm takes pride in its team of seasoned advisors, including Louis Ruize, Jeffrey Naylor, and Joseph Valicenti, who have garnered extensive experience and earned the trust of their clients over the years. Valicenti Advisory Services Inc continues to uphold their commitment to providing comprehensive financial planning, investment management, and retirement planning services, ensuring the financial well-being of their clients and helping them navigate their financial journeys with confidence.

The Mustico Financial Group, Inc. is a small investment advisory firm based out of Elmira, NY. With their single office, they cater to a diverse clientele seeking expert financial guidance. The firm consists of four dedicated professionals, three of whom specialize in providing comprehensive investment advisory services. Their team's expertise and commitment enable them to manage an average of $64,560,000 in assets per investment advisor, aligning well with industry standards. The Mustico Financial Group, Inc. adopts a flexible compensation structure that includes various types such as a percentage of assets under management and hourly charges. Notably, they have garnered considerable experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. This demonstrates their ability to navigate and excel in this particular segment of the market. Remarkably, 100% of the assets entrusted to The Mustico Financial Group, Inc. are managed on a discretionary basis, underscoring their clients' confidence in their judgment and decision-making abilities. With over 370 individual clients and a robust portfolio of more than $193,682,000 in assets under management, the firm has established a solid reputation in delivering personalized financial solutions. Damien Mustico and Xavier Mustico, two of the firm's longest-tenured registered advisors, play instrumental roles in shaping its success and maintaining client satisfaction. Through their combined experience and expertise, The Mustico Financial Group, Inc. continues to offer reliable financial advice and assistance to individuals and employers, ensuring their financial well-being and prosperity.