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Charlotte Wheeler

Client Services Specialist at Socha Financial Group

  • LinkedIn

I began my journey with Socha Financial Group, LLC in June of 2021 as a Client Services Specialist. I bring with me an extensive background in client services with a history of working as...

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SOCHA FINANCIAL GROUP

SOCHA FINANCIAL GROUP

  • description Description
    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 gui...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Socha Financial Group Org Chart and Mapping

Michael Socha

Chief Executive Officer & Chief Investment Officer

Employees

Charlotte Wheeler

Client Services Specialist

Shana Colegrove

Investment Management Specialist

Jolie McCarthy

Managing Partner, Cfp®, Ea

Michelle Vang

Managing Partner & Chief Compliance Officer

Kelsey Mauer

Client Services Specialist

Meggan Driscoll

Tax Analyst & Accounting Director

Linda Knickerbocker

New Account & Transfer Coordinator

Frequently Asked Questions Regarding Charlotte Wheeler

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Answer: Charlotte Wheeler is the current Client Services Specialist at Socha Financial Group.... Read More

Answer: Charlotte Wheeler works Socha Financial Group located at 181 E 2nd St, Corning, New York, 14830, United States

Answer: Socha Financial Group's Client Services Specialist is Charlotte Wheeler

Answer: Charlotte Wheeler contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@sochafinancial.com

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