Celebrating 35 Years

Celebrating 35 Years

by Hope Howell on Mar 14, 2018

Socha Financial Group is happy to announce our 35th year anniversary of serving our local community, as well as clients around the country, with their financial planning and investment management needs.

Thirty-five years ago, our first child, Michael, and one year later our second child, Michelle, were born. Thirty-five years ago, the practice was born. This was not a coincidence. At that time, our family, just like most families, had serious questions such as: How are we going to buy a house? How are we going to pay for college? And how are we going to prepare for retirement? These questions were a catalyst for making a major career change into financial planning. The plan was to develop a company, along with a professional team, to work with our clients throughout their lives and through all the ups and downs most families face over time. We developed a firm which specializes in a holistic approach to wealth management.

As we reflect, the most satisfying accomplishments have been the opportunities in guiding the remarkable people of our community on their financial journey and developing our incredible staff who share our values and are dedicated to serving our clients. It has been a great thirty-five years for which we are grateful, and we feel blessed and honored to have been given the opportunity to serve such a wonderful community.

We will be celebrating this milestone by hosting a Business After Hours through our local Chamber of Commerce on Thursday, September 13th from 5:00 - 7:00PM. We would be honored if you’d join us.