Socha Financial Group

  • Financial Services
  • Corning NY
  • 17 employees
  • Financial Services
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Company Overview

Headquarters
181 East Second Street, Corning NY
Website
sochafinancial.com
Phone
(607) 962-0605
Employees
17
Founded in
1983
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

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Who is Socha Financial Group

Socha Financial Group, LLC is a financial services company based in Corning, New York. The company employs 17 people and generates an annual revenue of $4 million. Socha Financial Group provides financial planning and investment management services to individuals seeking to achieve their financial goals. Their services encompass a range of areas, including retirement planning, money management, and financial education. The company emphasizes a personalized approach, acting as advocates, advisors, and educators for their clients. Socha Financial Group distinguishes itself through its commitment to transparency, simplicity, and a collective approach. Their team collaborates to ensure clients receive comprehensive support throughout their financial journey. Interested parties can connect with Socha Financial Group by visiting their website at sochafinancial.com.

Company Leadership

Michelle Vang

Managing Partner & Assistant Compliance Officer

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Jolie McCarthy

Managing Partner, CFP®, EA

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Socha Financial Group Industry Tags

Financial Planning
Investment Management
Retirement Planning
Tax Planning
College Savings
Divorce
Financial Services
Financial Advisory Services
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FAQ

What is the location of Socha Financial Group's headquarters?
The headquarters of Socha Financial Group are situated at 181 East Second Street, Corning NY
What is Socha Financial Group's phone number?
Socha Financial Group's contact number is (607) 962-0605.
What is Socha Financial Group's official website?
The official website of Socha Financial Group can be found at sochafinancial.com.
What is Socha Financial Group's current revenue?
As of October 2016, Socha Financial Group's annual revenue reached $4B.
How many employees does Socha Financial Group currently have?
Socha Financial Group employs approximately 17+ people as of October 2016
Which industries is Socha Financial Group primarily operating in?
Socha Financial Group operates in the following industries: Finance, Credit
Who is the Managing Partner & Assistant Compliance Officer of Socha Financial Group?
Socha Financial Group's Managing Partner & Assistant Compliance Officer is Michelle Vang
What are Socha Financial Group's industry tags?
Socha Financial Group's industry tags include: Financial Planning, Investment Management, Retirement Planning
When was Socha Financial Group founded?
Socha Financial Group was founded in 1983.

Employee Directory

Key Employees

Michael Socha

Chief Executive Officer & Chief Investment Officer

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Kelsey Saunders

Client Services Specialist & Licensed Insurance Agent

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Michelle Vang

Managing Partner & Chief Compliance Officer

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Linda Knickerbocker

New Account & Transfer Coordinator

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