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 videos.

 

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

Company News & Insight

Red Cross

by Hope Howell on Aug 16, 2018

We have taken steps to prepare ourselves if an emergency should ever happen, in the office or in our community.
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UWST Celebrated 25 Years

by Hope Howell on May 25, 2018

We support the mission the United Way of the Southern Tier started 25 years ago - "improve the quality of life for every person and every family in our community."  
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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.

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