Rooted Planning Group

Rooted Planning Group was formed from a passion to work with people in the financial planning capacity.  We offer on-going financial advice that includes an investment strategy, but does not start there.  It starts with you!  We pride ourselves on transparency, and want to empower you to take control of your financial future while understanding exactly how we work with our clients, before you sign any paperwork.

Although our primary office is located in the beautiful Finger Lakes City of Corning, New York, we now have planners in Wisconsin, North Dakota, Oklahoma, and, Florida.  


Advisors at this Office

Advisors at Other Firm Offices


This Office

618 Kamrin Ln Valliant, OK 74764-9124 Phone: (580) 743-0576

Primary Office

10 E Market St Corning, NY 14830-2615 Phone: (607) 438-2761

Other Offices

19 Alexander St Avoca, NY 14809-9419 Phone: (607) 438-3204
17 Whittall Landing North Alfred Station, NY 14803 Phone: (607) 438-2761
618 Kamrin Ln Valliant, OK 74764-9124 Phone: (580) 743-0576