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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
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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

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