Socha Financial Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

181 E 2nd St, Corning, New York, 14830, ...

Phone Number

(607) 962-0605

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
2
2
1
1
1

About Socha Financial Group

Founded in 1983, Socha Financial Group, LLC specializes in financial planning, investment management, and tax preparation services for motivated individuals seeking to achieve their financial dreams. The firm emphasizes the importance of financial balance and tailors its approach to each client's unique goals and priorities. With a team of experienced advisors, they provide guidance and support to help clients navigate their financial journeys with confidence. Socha Financial Group values personal connections and invites clients to discuss their financial aspirations in a welcoming environment.Explore more
Socha Financial Group's Social MediaPopular SearchesSocha Financial Group LLCSocha Financial GroupNancy A Socha & Associates LLCSocha and Associates IncNancy A Socha & Associates, Llc DSIC Code 62,628NAICS Code 52,523Show more

Socha Financial Group Org Chart

PhoneEmail
MV
United States flag for contact location.

Managing Partner and Chief Compliance Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Socha Financial Group

$5.1M
11-50
Private
<$5M
1983
MV
Michelle VangManaging Partner and Chief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
1999
Murray Sawyer, Founder, President & Chief Executive Officer at Westover Capital Advisors
Murray SawyerFounder, President & CEO
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Socha Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Socha Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Socha Financial Group.

Socha Financial Group financials insights

Gather financial insights about Socha Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Socha Financial Group Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Socha Financial Group

What is Socha Financial Group's official website?
Socha Financial Group's official website is www.sochafinancial.com
What is Socha Financial Group's Revenue?
Socha Financial Group's revenue is $5.1 Million
What is Socha Financial Group's SIC code?
Socha Financial Group's SIC: 62,628
What is Socha Financial Group's NAICS code?
Socha Financial Group's NAICS: 52,523
How many employees does Socha Financial Group have?
Socha Financial Group has 11-50 employees
What industry does Socha Financial Group belong to?
Socha Financial Group is in the industry of: Finance, Securities Trading
What is Socha Financial Group competition?
Socha Financial Group top competitors include: Stockade Wealth Management, Radnor Financial Advisors, Van Nostrand Wealth Management, Ascential Wealth
What technology does Socha Financial Group use?
Some of the popular technologies that Socha Financial Group uses are: WooCommerce, WordPress.org, PHP, Smarsh
How do I contact Socha Financial Group?
Socha Financial Group contact info: Phone number: (607) 962-0605 Website: www.sochafinancial.com
What does Socha Financial Group do?

Founded in 1983, Socha Financial Group, LLC specializes in financial planning, investment management, and tax preparation services for motivated individuals seeking to achieve their financial dreams. The firm emphasizes the importance of financial balance and tailors its approach to each client's unique goals and priorities. With a team of experien... ced advisors, they provide guidance and support to help clients navigate their financial journeys with confidence. Socha Financial Group values personal connections and invites clients to discuss their financial aspirations in a welcoming environment.Read More

What are Socha Financial Group social media links?
Socha Financial Group Linkedin page Socha Financial Group Twitter page Socha Financial Group Facebook page
Is Socha Financial Group a public company?
Socha Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Socha Financial Group

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