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Linda Knickerbocker

New Account & Transfer Coordinator at Socha Financial Group

  • LinkedIn

I joined Socha Financial Group, LLC in March of 2003. As a new account and transfer coordinator, I work closely with Charles Schwab Institutional in servicing our new and existing investm...

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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

Jolie McCarthy

Managing Partner, Cfp®, Ea

Meggan Driscoll

Tax Analyst & Accounting Director

Linda Knickerbocker

New Account & Transfer Coordinator

Charlotte Wheeler

Client Services Specialist

Shana Colegrove

Investment Management Specialist

Kelsey Mauer

Client Services Specialist

Michelle Vang

Managing Partner & Chief Compliance Officer

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  • Phone number  :  (***)-***-****
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