Guiding you on your Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Guiding you on your Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Guiding you on your Financial Journey

Guiding you on your Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Guiding you on your Financial Journey

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

Take the first step...


Socha Financial Group is a full-service wealth management firm located in Corning, NY proudly serving the surrounding communities for over 30 years.

Our firm employs a team approach in the delivery of comprehensive financial planning, investment management and tax planning.

When you entrust us as your advisor, we are committed to working with you through a lifetime of financial decisions; together a relationship and a plan are created. It would be our honor to work with you in achieving your financial goals.

We invite you to take the first step of your journey.

To learn more about our firm, please watch our video.

 

We have built an organization founded on unwavering core values, extensive breadth and depth of knowledge and a commitment to exceptional service.

 

Our wealth is not defined by what we have, but by who we are.

It is our purpose which motivates us. It is our values which define us.

 

Our Values

 

Trust is something earned not given. Through our actions and relationships, we foster a high level of trust between our clients and our team.

Integrity is the refusal to be compromised. We seek to maintain strong relationships with sound moral and ethical principles.

Dedication is our unwavering commitment to achieve excellence. It is attained through our devotion, time, hard work and responsibility to you as well as our organization.

Competency is the combination of knowledge, experience and innovation. Having the right moral foundation is of little value without competency.

Our Services

 

Financial and Retirement Planning

The choices you make today can deeply impact your life down the road. We monitor and update your plan as needed to ensure you are making progress towards your goals and adjust the plan as detours in life arise.

 

Investment Management

The balancing of capital preservation and capital growth are the fundamentals of investment management.

 

Tax Preparation and Planning

Tax planning is not just a “season,” but a continuous and integral part of the wealth management process. Taxes are one of the most substantial expenses that households encounter.

 

Risk Management

Wealth Management is not only about managing the growth of your income and assets but also about protecting these in the event of death, disability, medical or long term care expenses.

Company News & Insight

Swain Swamp Stomp Team Building

by Hope Howell on Oct 5, 2017

We spent a September day supporting one another through, over, under and around obstacles covered in mud and water! Photo of us upon completion with our medals.
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Guthrie Valentine's Ball

by Hope Howell on Feb 15, 2017

Supporting our community at the 2017 Guthrie Corning Hospital Valentine's Ball. Proceeds will benefit the Breast Care Center at Corning Hospital.
Read More