Sommers Financial Group is a trusted financial planning firm based in Tarrytown, New York, dedicated to helping individuals, families, and businesses navigate their financial futures with confidence. With a client-centered approach, the firm provides personalized financial planning strategies that align with clients’ life goals, values, and risk tolerance. Led by experienced professionals, Sommers Financial Group emphasizes long-term relationships built on integrity, transparency, and trust.

The firm offers a comprehensive suite of financial services, including retirement planning, investment management, estate planning strategies, education funding, risk management, and insurance consulting. As an independent financial advisory group, Sommers Financial Group has the freedom to select from a wide range of financial products, enabling tailored solutions that best serve client needs. Their mission is to guide clients through all stages of life—from wealth accumulation to retirement and estate transition.

Sommers Financial Group takes pride in its personalized attention and ongoing support, ensuring that financial plans evolve as life circumstances change. Clients benefit from insightful financial education and regular reviews for long-term financial health.

Website: http://www.sommersfinancialgroup.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Estate and legacy planning strategies
– Insurance and risk management consulting
– Education funding strategies
– Tax-aware investment planning
– Wealth preservation strategies for individuals and families