Our Services

Bouchey Financial Group

At Bouchey Financial Group, our advisors are here to help you make informed decision about your financial future.

Bouchey Financial Group provides comprehensive and integrated wealth management solutions, as well as unparalleled depth and sophistication in addressing the most complex aspects of financial planning for individuals, families and businesses.

It is our passion for doing what is right for our clients that drives us to develop effective solutions that always put their interests first.  Our focus on excellence flows through all the services we provide and it is what helps build the highest level of trust and confidence with our clients.

Our Process

Step 1

Contact Us

See if we are the best fit for you! Our client service team is available at 518-720-3333 or fill out our online survey. Our minimum is $500,000 in investable assets.

Step 2

Initial Meeting

Interested, but need to know more? The next step is an initial meeting with an advisor and a client service team member. This is our chance to learn about you, your concerns, and financial goals. Of course, we will also spend time providing insight about our firm as well.

Step 3

Client Onboarding

Have you decided to come on as a client? Great! Our client service team will handle your transfer process, paperwork, and answer any questions along the way. This is the first step in taking your complex financial picture and simplifying it.

Step 4

Achieve Your Goals

Within the first 6 months of being a client we will have your portfolio fully invested in our strategy. We will complete a comprehensive financial assessment of your personal situation and implement steps to achieve your goals.

Step 5

Monitoring Ongoing Financial Health

As our client you will have access to our advisor team that consists of 7 CFP®s and 4 CPAs and their expertise to provide guidance on any financial decisions you may have and confirm that your financial plan is still on track.

Browse Our Services