The Sovik Group

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs.

With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.

Charlie and his wife Lisa reside in Cazenovia, where they enjoy an active community life. Together, they have three sons who are currently attending Pensacola Christian College in Pensacola, FL. Beyond his professional pursuits, Charlie is passionate about hunting, fishing, and trapping. Meanwhile, Lisa successfully runs the Red Fox Run Bed and Breakfast, adding a touch of hospitality to their family legacy.

At The Sovik Group, we prioritize your financial well-being and are here to guide you through the complexities of insurance and investment. For more information on our services or to check the background of our firm or investment professional, please visit FINRA’s BrokerCheck.

Disclaimer: Investment products and services are offered through Leigh Baldwin & Co., LLC, Member FINRA/SIPC. Investments are not insured by the FDIC or any federal or state government agency, nor are they guaranteed by Leigh Baldwin & Co., LLC or its affiliates. Investments involve risks, including potential loss of principal value. The information provided on this site is for informational purposes only and does not constitute a solicitation to buy or sell any security. The Sovik Group and Leigh Baldwin & Co., LLC do not guarantee the accuracy or completeness of the information or make any warranties regarding the results from its usage.

We look forward to serving you and helping you achieve your financial goals. Visit us today at The Sovik Group, where your future is our priority.