
Jolie McCarthy
Managing Partner
Socha Financial Group
United States, New York, Corning
About Me
I focus on developing uniquely tailored financial plans providing clarity and understanding to often complex cash flow, retirement, tax, and investment matters. I strive to develop long lasting relationships with my clients, assisting through life’s many stages and empowering them to make confident financial decisions. I joined Socha Financial Group in 2011. I earned my BA from Houghton College, am a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent and hold a New York State Life, Accident and Health Insurance License. A homebody at heart, you will most likely find me curled up in front the fireplace after a long day. While possessing zero musical talent of my own, I appreciate all genres of musi
Profile Information
Managing Partner
Socha Financial Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Corning
New York
United States
May 15, 2024
More profiles to browse
NG
Nina Graham Socha
Managing Partner
MS
Michael Socha
Chief Executive Officer, Chief Investment Officer & Chief Operating Officer
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc