Socha Financial Group

Socha Financial Group

Financial Services, 181 E 2nd St, Corning, New York, 14830, United States, 11-50 Employees

sochafinancial.com

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phone no Phone Number: 60********

Who is SOCHA FINANCIAL GROUP

Since 1983, Socha Financial Group, LLC has offered financial planning and investment management services to motivated individuals who share a desire to make their dreams a reality. We are...

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industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Socha Financial Group Org Chart and Mapping

Michael Socha

Chief Executive Officer & Chief Investment Officer

Employees

Jolie McCarthy

Managing Partner, Cfp®, Ea

Kelsey Mauer

Client Services Specialist

Meggan Driscoll

Tax Analyst & Accounting Director

Michelle Vang

Managing Partner & Chief Compliance Officer

Shana Colegrove

Investment Management Specialist

Linda Knickerbocker

New Account & Transfer Coordinator

Charlotte Wheeler

Client Services Specialist

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Frequently Asked Questions Regarding Socha Financial Group

Answer: Socha Financial Group's headquarters are located at 181 E 2nd St, Corning, New York, 14830, United States

Answer: Socha Financial Group's phone number is 60********

Answer: Socha Financial Group's official website is https://sochafinancial.com

Answer: Socha Financial Group's revenue is $1 Million to $5 Million

Answer: Socha Financial Group's SIC: 6211

Answer: Socha Financial Group has 11-50 employees

Answer: Socha Financial Group is in Financial Services

Answer: Socha Financial Group contact info: Phone number: 60******** Website: https://sochafinancial.com

Answer: Since 1983, Socha Financial Group, LLC has offered financial planning and investment management services to motivated individuals who share a desire to make their dreams a reality. We are guided by the central belief that financial milestones are connected with lifes most memorable experiences. Small or large, they are the moments that give life meaning and a sense of purpose. No matter where you are on your financial journey, our team can help you navigate the twists and turns life brings your way. We serve as advocates, advisors, and educators, always acting in your best interest and helping you build confidence through awareness and understanding. We employ a collective approach; while you may meet with your advisor there is a team behind you every step of the way. Together, we bring simplicity to a complex process. With you at the center, our services can include everything from retirement planning, to managing money, to simply talking about money and supporting you through crucial decisions. We look forward to hearing from you.

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