Socha Financial Group

Financial Services - Corning, NY, US

Socha Financial Group Employees
Kelsey Mauer

Client Services Specialist

Contact Kelsey Mauer

Meggan Driscoll

Manager of Client Services & Tax & Accounting Specialist

Contact Meggan Driscoll

Linda Knickerbocker

Senior Operations & Client Services Specialist

Contact Linda Knickerbocker

Shana Colegrove

Investment Team & Operations Specialist

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Michael Socha

Chief Executive Officer & Chief Investment Officer

Contact Michael Socha

Kelsey Saunders

Client Services Specialist & Licensed Insurance Agent

Contact Kelsey Saunders

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Socha Financial Group Senior Management
Michael Socha

Chief Executive Officer & Chief Investment Officer

Contact Michael Socha

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Socha Financial Group Details

"Guiding you on your financial journey"Socha Financial Group is a full-service wealth management firm with more than 35 years of experience.We have built an organization founded on unwavering core values, extensive breadth and depth of knowledgeand a commitment to exceptional service. We employ a team approach in the delivery of comprehensivefinancial planning, investment management and tax planning. It would be an honor to work with you inachieving your financial goals.Our purpose is to guide you on your financial journey. When you entrust us as your adviser, we are dedicated to working with you through a lifetime of financial decisions. We will embark on a rigorous goal-setting process to assist you in developing a clear vision of the path ahead. Our team embraces the opportunity to discover what makes each client unique so that we can help them imagine and ultimately live the life they desire. We invite you to take the first step toward achieving your financial goals.Contact us today for a complementary, confidential andno-obligation consultation. info@sochafinancial.com607-962-0605 or 877-962-0605

Socha Financial Group logo, Socha Financial Group contact details
Employees: 20 - 49
HQ: 877-962-0605
Location: Corning, NY, US
Revenue: 2.5 - 5 Million
Financial Planning Investment Management Retirement Planning Tax Planning College Savings Divorce Financial Services Financial Advisory Services
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