Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber M. Gee is a financial advisor at Socha Financial Group, LLC. Amber is a Certified Financial Planner® professional and has been in the financial services industry since August 2010. Amber is registered with the state of New York. Amber's firm specializes in providing financial planning and portfolio management services to both individuals and high-net-worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
08/19/2024 - Present
Socha Financial Group, LLC (CORNING NY)
Active
Inactive
Not sure Amber Gee is the right advisor for you? Invested Better is here to help.
