Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolie? Claim Your ProfileJolie McCarthy is a Certified Financial Planner™ and has been in the industry since February 2011. Jolie is currently registered with Socha Financial Group, LLC in New York and Texas. The firm provides investment advisory services in the areas of financial planning, portfolio management for individuals, and tax preparation. The firm has a total of 754 accounts and 53 clients. Jolie is also registered in New York and Texas, and has a specialization in retirement planning and insurance.
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
10/12/2023 - Present
Socha Financial Group, LLC (CORNING NY)
Active
Inactive
Not sure Jolie McCarthy is the right advisor for you? Invested Better is here to help.
