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Our Firm – Then And Now
Nancy A. Socha started out as a one-woman shop in 1987 with a vision of providing comprehensive financial planning to help her clients meet their financial goals.
Nancy offered education programs to businesses and individuals focused on pre-retirement and retirement planning, company benefits, and investment strategies. Her holistic approach to financial planning, coupled with extensive education and experience, helped cement her reputation as a trusted financial advisor in the community. In 2005, the firm became Nancy A. Socha & Associates, LLC and now serves clients in the Corning, NY area and beyond.
Core Values
We take our part in your financial life very seriously. As your trusted advisor, we value the role you have granted us, and we will adhere to the following core values as we build our long-lasting and successful relationship with you:
Integrity. We will deliver all services in an ethical manner that adheres to the highest standards of professional care.
Commitment to Service. We are committed to providing you with an exceptional level of service and prudent counsel.
Passion. We truly want you to succeed and we are passionate about building a plan for your future. We are in this business to make a real difference in your life and guide you on your journey to financial success.
Pursuit of Excellence. We strive for excellence through education, rigorous analysis, robust operating processes, and caring for our valued clients.
Our Clients
We are most successful when you, as our partner in your success, have a willingness to be open-minded about how you may best achieve your long-term financial and life goals.
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