Sopher Financial Group

at sopher financial group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. for us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment. at sopher financial group, we don’t believe in one-size-fits-all products and services. we don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. our experienced financial professionals strive to provide you with clear explanations in plain english so that you can make informed choices between meaningful alternatives. securities and investment advisory services offered through kestra advisory ser