Shana Colegrove

Investment Team & Operations Specialist at Socha Financial Group - Corning, NY, US

Shana Colegrove's Colleagues at Socha Financial Group
Melanie DeGraw

Investment and Tax Assistant

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Michelle Vang

Managing Partner & Assistant Compliance Officer

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Kelsey Mauer

Client Services Specialist

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Meggan Driscoll

Manager of Client Services & Tax & Accounting Specialist

Contact Meggan Driscoll

Jolie McCarthy

CERTIFIED FINANCIAL PLANNERTM

Contact Jolie McCarthy

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Shana Colegrove's Contact Details
HQ
877-962-0605
Location
Steuben County, New York, United States
Company
Socha Financial Group
Shana Colegrove's Company Details
Socha Financial Group logo, Socha Financial Group contact details

Socha Financial Group

Corning, NY, US • 20 - 49 Employees
Financial Services

"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

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Frequently Asked Questions about Shana Colegrove
Shana Colegrove currently works for Socha Financial Group.
Shana Colegrove's role at Socha Financial Group is Investment Team & Operations Specialist.
Shana Colegrove's email address is ***@sochafinancial.com. To view Shana Colegrove's full email address, please signup to ConnectPlex.
Shana Colegrove works in the Financial Services industry.
Shana Colegrove's colleagues at Socha Financial Group are Melanie DeGraw, Michelle Vang, Kelsey Mauer, Meggan Driscoll, Jolie McCarthy, Omar Adil, Nina Socha and others.
Shana Colegrove's phone number is 877-962-0605
See more information about Shana Colegrove