SOFI Financial Advisors on your side!

Sofi CPAs and all financials
Financial Advisors are only 1 call away
SOFI financial advisors is part of your team

At SOFI Financial, the atmosphere around our office is friendly, unhurried and steady. Professional, of course, because money is serious business. Most clients know the staff on a first name basis. You’ll usually hear “come in, sit down, have some coffee or what’s new?” We promote it and prefer to work that way. Likewise, we understand our clients’ aspirations and we’re as devoted to their goals as they are. In short, we get to know you, your goals, and your dreams. To sum it up, we know with financial planning, there’s no one-size-fits-all approach.

SOFI Financial Advisors are on your side, always! Together, we will cover many topics, including the amount of money you should save. In addition, the types of accounts you need to reach your goals. As well as, the kinds of insurance you should have (including long-term care, term life, and disability) and estate and tax planning.

Plant your Seed with SOFI Financial because a good Harvest is your Future

We believe the only thing anyone needs more than an honest mechanic, is an honest financial advisor. When you’re investing, you need guidance. Therefore, check us out for yourself!

In the same vein, we know you’ve worked hard and now it’s time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

Financial planning for your future. Planting the seed

We’re a helpful wealth management firm, with your best interest in mind. We know our main role in your life. Firstly, to simplify it.
Secondly, to educate you. Above all, to empower you to feel financially secure. So, that’s why we’re promoting our business here too!

Below is a list of the services we offer:

  • Personalized Financial Planning
  • Wealth Management
  • Tax Preparation
  • Financial Wellness and Education