Sopher Financial Group
Our clients are like family. At Sopher Financial Group, we are truly invested in promoting your financial well-being and enhancing your confidence. By extending our focus beyond planning alone, we strive to develop and nurture partnerships that stand the test of time.
Based in Metuchen, New Jersey, we serve clients throughout the Tristate area and across the country. Our team of professionals has worked together for over 20 years, forming a strategic alliance truly motivated by our clients’ interests in mind. From investment and retirement planning, to tax and insurance strategies, estate planning and more, we provide a comprehensive menu of services to unite each aspect of your financial life.
A Powerful Partnership
Clients of Sopher Financial Group become the direct beneficiaries of a powerful national partnership through our relationship with Kestra Investment Services, LLC (Kestra IS). As a top-ten independent broker-dealer by total revenue (as ranked by Investment Advisor Magazine in June of 2016), Kestra IS provides access to leading financial providers and products including stocks, bonds, ETFs, alternative investment solutions and more.
As an independent practice, we are free from selling any proprietary products or services. Backed by our partnership with Kestra IS, it is our objective to provide clients with a personalized service tailored to their interests in mind.