PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

PROVIDING FINANCIAL GUIDANCE & PEACE OF MIND

Client Testimonials

What Our Clients Are Saying

Testimonials were provided by current Bouchey Financial Group clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Bouchey Financial Group reviews on our Wealthtender profile page.

A Message from Our Founder
Steven Bouchey, CFP®

At Bouchey Financial, we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make.

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Our Team

Our team members at Bouchey Financial Group come from various educational and experiential backgrounds that we have successfully leveraged to build a client centric organization with one focus, our clients’ financial success.

Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.

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100% Fiduciary Financial Guidance

At Bouchey Financial we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make. Since 1990 Steven Bouchey has been advising clients and in 1995 he formed Bouchey Financial Group as an SEC Registered Investment Advisor. Today, Bouchey Financial Group manages over $1 billion providing personalized wealth management services for individuals, families and businesses.

We place our clients’ interests first. That’s our responsibility and that’s our commitment. Our clients always come first.

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Our Services

Latest Insights

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March Market Insights: Hardware vs. Software
March 6, 2026
Written by: Edward Wilhelm A familiar pattern continued to emerge in markets this February. Companies building the infrastructure of artificial...
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/ Bouchey Blog / In the News
Equity Compensation Planning: Yes, the Stock Price Can Also Decline
March 2, 2026
Written by: Martin X. Shields, CFP®, AIF® When I work with clients who receive equity compensation, three primary areas guide...
Read More about Equity Compensation Planning: Yes, the Stock Price Can Also Decline
Bouchey Blog / In the News
Borrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
February 10, 2026
Written by: Harmony D. Wagner, CFP®, CPWA® When purchasing a second home, an investment property, or a lifestyle asset, high...
Read More about Borrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
Bouchey Blog
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NAPFA - The National Association of Personal Financial Advisors InvestmentNews Best Places to Work 2023 Albany Business Review 2025 Best Places to Work

“Our clients and our people are with us for the long term”

“Action may not always bring happiness… but there is no happiness without action.”
- Benjamin Disraeli

“A culture of excellence – driven by innovation, experience, knowledge and accountability to our clients.”

“Great things are not done by impulse, but by a series of small things brought together.”
- Vincent Van Gogh

“Plan for the future. People who stay in the present will be in the past.”
- Abraham Lincoln