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Socha Financial Group

EST. AUM
$429,960,596

CONTACTS
2

CLIENT ACCOUNTS
1,526

Firm Details

Metro area Syracuse
CRD Number 299263
Website sochafinancial.com
Client types

Overview

Socha Financial Group is a full-service wealth management firm with more than 35 years of experience. The firm has built an organization founded on unwavering core values, extensive breadth and depth of knowledge, and a commitment to exceptional service. It employs a team approach in the delivery of comprehensive financial planning, investment management, and tax planning. The firm's purpose is to guide clients on their financial journey. When entrusted as an adviser, the firm is dedicated to working with clients through a lifetime of financial decisions. It will embark on a rigorous goal-setting process to assist clients in developing a clear vision of the path ahead. Its team embraces the opportunity to discover what makes each client unique so that they can help them imagine and ultimately live the life they desire.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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