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Sopher Financial Group logo — We tailor our services to fit your individual financial situ...

Sopher Financial Group

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

Founded 2003 United States Metuchen, United States 5 employees Finance, Financial Services +1

General Information

Company Name Sopher Financial Group
Founded Year 2003
Location United States Metuchen, United States +1
Employees 5
Industries Finance, Financial Services, Insurance
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About Sopher Financial Group

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

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Sopher Financial Group Alternatives & Competitors

Sopher Financial Group vs
Mundi Financial
Mundi Financial United States

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5 employees
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Sopher Financial Group vs
US Financial Services, LLC
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Sopher Financial Group vs
Antolino & Associates
Antolino & Associates United States

A happy, fun, goal-oriented team with a purpose of caring for a few great people.

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FAQ About Sopher Financial Group

We tailor our services to fit your individual financial situation, your personal goals, and your unique financial vision
Sopher Financial Group was founded in 2003.
Sopher Financial Group is headquartered in Metuchen, United States.
Sopher Financial Group operates in the following industries: Finance, Financial Services, Insurance.
Sopher Financial Group has approximately 5 employees.
Top alternatives and competitors to Sopher Financial Group include Mundi Financial, US Financial Services, LLC, Antolino & Associates, True Alpha Wealth Management, BFG Financial Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sopher Financial Group and Mundi Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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