Joseph A. Gunther, CFP® 



Norwich Office
19 Eaton AVE,
Norwich, NY 13815
Phone: 607-336-2434

Rome Office
203 W Dominick ST,
Rome, NY 13440
Phone: 315-336-3070


Our Mission

Our mission is to analyze your present situation and work along with you to make YOUR goals a reality by implementing new strategies or to better your exisiting program.  

We specialize in:

  • Fee-Based Financial Planning
  • Retirement Planing
  • Estate Planning
  • College Planning
  • Portfolio Analysis
  • Closely Held Business Transition Planning  
  • Establishment of Family Foundations