Amy Irvine
    FiduciaryVerifiedCFPEAMPASCCFC

    Amy Irvine

    Founder

    Rooted Planning Group
    Corning, New York30 years experience$1 minimum

    About Amy

    We are a women owned firm, geared towards working with professional women (attorneys, engineers, and entrepreneurs). We offer financial planning that includes investment management and tax planning, with a focus on wealth accumulation.

    Areas of focus

    Retirement PlanningDebt ManagementEducation PlanningFinancial Planning

    Credentials & background

    Designations

    CFPEAMPASCCFCCDFACFT™

    Education

    College for Financial Planning

    Clients served

    Individuals

    Registered in

    New York

    The firm

    Rooted Planning Group

    We want to ensure you get to that ideal life in the most graceful way possible. So you can save for that big purchase, send the kids off to college, and retire! Rooted Planning Group is a fee only planning group, so we only do what is in your best interest.

    10 E Market Street, Corning, NY 14830$157M assets under management

    Disclosures

    For our full email disclaimer, please visit: www.rootedpg.com/email-disclosure