Penn Yan (Lake Street Plaza) Drive-Thru only
272 Lake Street Plaza
Penn Yan, NY 14527
Joseph M. Topichak is an experienced Wealth Management Specialist who offers each client individual attention and custom tailored financial plans. With a client list that includes individuals, families and small businesses, his comprehensive approach covers all aspects of each financial portfolio including budget, capital management and insurance.
Joseph has several years’ experience as a financial advisor specializing in life insurance, estate planning and investment strategies. He received a B.S. degree from Shippensburg University of Pennsylvania and currently holds Life/Accident/Health license, Series 6, Series 63 and Series 7 securities registrations through LPL Financial.
Proud of his roots in Corning, he is based in the Corning community and works with a team of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
- Business Succession Planning
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit