Sopher Financial Group

Sopher Financial Group Sopher Financial Group: Specialized Financial Guidance We are a family business and strive for the customer service that you would expect from your own family.

At Sopher Financial Group, we are comprehensive financial planners that examine individual clients financial goals and objectives to create a tailored strategy that best fits your needs. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
06/04/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
06/03/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

06/02/2026

Today, we wanted to discuss the Bucketed Investment Strategy.

Watch our team's video below to learn how we help our clients turn their portfolios into purpose driven machines using this strategy.

As always, please feel free to reach out to our team at the Sopher Financial Group to discuss your financial plan.

https://www.sopherfinancial.com/

Here are 5 facts about Social Security you absolutely need to know.
06/02/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
06/01/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

The truth is a little more complicated with these personal finance idioms.
05/31/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Test your estate strategy knowledge with this short quiz.
05/30/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/29/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/28/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/27/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Address

258 Bridge Street
Metuchen, NJ
08840

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17326030400

Website

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