
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
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