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Michelle Socha Vang

Socha Financial Group, LLC

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About Michelle Socha Vang

Michelle Socha Vang is a Certified Financial Planner® professional with over 14 years of experience in the financial services industry. Michelle has been associated with Socha Financial Group, LLC since January 2019, and prior to that, worked with Nancy A. Socha & Associates, LLC from June 2007. Michelle provides financial planning and portfolio management services for individuals and families. The firm has offices in Corning, NY.

Firm Information

Michelle Vang is currently registered with Socha Financial Group, LLC. 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.

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Michelle Vang’s Registration & Firm History

NY

02/19/2019 - Present

Socha Financial Group, LLC (CORNING NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michelle Socha Vang.
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