Sopher Financial Group

We tailor our services to fit your individual financial situation, your personal goals, and your unique financial vision

General Information
Company Name
Sopher Financial Group
Founded Year
2003
Location (Offices)
Metuchen, United States +1
Founders / Decision Makers
Number of Employees
5
Industries
Finance, Financial Services, Insurance
Funding Stage
-
Social Media

Sopher Financial Group - Company Profile

Sopher Financial Group is a finance startup that stands out with its tailored services to fit individual financial situations, personal goals, and unique financial vision. With a foundation built in 2003, their mission is to help clients and their families achieve financial confidence through a well-balanced investment strategy aligned with their personal goals, objectives, and comfort level. The dedication to personalized, long-term relationships and highly personal customer service in a family environment sets them apart. Emphasizing their rejection of one-size-fits-all products and services, they offer a comprehensive menu of products and services tailored to each individual's financial situation, personal goals, and unique vision for the future. Sopher Financial Group takes pride in clear communication, providing clients with understandable explanations in plain English to make informed choices between meaningful alternatives. It is important to note that they are not affiliated with Kestra IS or Kestra AS. Sopher Financial Group offers securities through Kestra Investment Services, LLC (Kestra IS) and investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. This LinkedIn profile caters to residents of the United States only, with registered representatives and investment advisor representatives conducting business with residents of the states and jurisdictions in which they are properly registered. While not all products and services may be available in every state or through every listed representative or advisor, for more information, one can contact KAS Compliance Department at 737-443-2582. For additional disclosures, residents can visit https://bit.ly/KF-Disclosures. The startup operates within the industries of finance, financial services, and insurance, offering a promising opportunity for potential investors seeking personalized financial solutions.

Taxonomy: Financial Planning, Tax Planning, Retirement Planning, Investment Strategy, Estate Planning, Insurance Planning, Business Planning

Funding Rounds & Investors of Sopher Financial Group (0)

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There is no investment information

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