BCK Partners, Inc. is a distinguished investment advisory firm headquartered in Corning, NY, and operating out of a single office. With a team of seven highly skilled professionals, BCK Partners, Inc. offers comprehensive investment advisory services to its esteemed clientele. Three of their experienced advisors specialize in providing expert guidance to clients seeking to optimize their investment portfolios.
As an established player in the industry, BCK Partners, Inc. manages a substantial amount of assets under its proficient stewardship. On average, each investment advisor oversees approximately $56,020,000 in assets, aligning with the industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a mutually beneficial relationship with their clients.
While the firm's focus primarily lies in managing assets for high-net-worth individuals, BCK Partners, Inc. possesses the expertise and capability to handle employer funds as well. Their diverse client base consists of over 140 individuals, entrusting the firm with an impressive $168,058,000 in assets under management.
Sarah Creath, Michael Bono, and James Kaffenbarger stand as some of the most tenured and esteemed advisors at BCK Partners, Inc., contributing their extensive knowledge and expertise to the firm's success.
With an unwavering commitment to providing exceptional investment advisory services, BCK Partners, Inc. has earned a well-deserved reputation for its professionalism and expertise in the financial industry. Clients can trust BCK Partners, Inc. to provide expert guidance, tailored strategies, and diligent management to help them achieve their financial goals.