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Socha Financial Group, LLC

Headquartered in CORNING, NY

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Firm Information

Socha Financial Group, LLC is an investment advisor headquartered in Corning, NY. The firm has 3 licensed agents, 4 investment advisor representatives, and manages $354,290,207 in regulatory assets under management. Socha Financial Group provides financial planning, portfolio management for individuals, and other advisory services, including tax preparation. The firm serves high-net-worth individuals, as well as individuals other than high-net-worth.

Socha Financial Group, LLC

181 EAST SECOND STREET

CORNING, NY 14830

$354.29M

Assets Under Management

53

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SOCHA FINANCIAL GROUP, LLC has a total of 2 branch locations across the country.
location

CORNING, NY

location

Corning, NY

Advisors at Socha Financial Group, LLC

View All 5 Advisors
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Michelle Socha Vang

CFP®, RA

CORNING, NY

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Nina Graham Socha

CFP®, RA

CORNING, NY

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Unclaimed
Amber M Gee

CFP®, RA

CORNING, NY

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Jolie McCarthy

CFP®, RA

CORNING, NY

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Unclaimed
Michael Eric Socha

CFA®, RA

CORNING, NY

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Disclosures

There are no public disclosures for Socha Financial Group, LLC.

Frequently Asked Questions (7)

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