SOMMERS FINANCIAL GROUP, INC.

Lesley Sommers, President

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303 South Broadway Suite 103

Tarrytown, NY 10591

Phone: 914-366-8900 or 914-366-4900

Fax: 914-206-6002

lsommers @sommersfinancialgroup.com

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Lesley Sommers, President

Newsletters

Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators »

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Glossary

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Contact Us

SOMMERS FINANCIAL GROUP, INC.

303 South Broadway Suite 103

Tarrytown, NY 10591

Phone: 914-366-8900 or 914-366-4900

Fax: 914-206-6002

lsommers @sommersfinancialgroup.com

Map and Directions

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Securities and advisory services offered through registered representatives of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AZ,CO,CT,DE,FL,GA,MA,MI,NC,NJ,NY,PA,SC,VA,VT.

We are registered to sell Securities in CA,CO,CT,DC,DE,FL,GA,LA,MA,MD,MI,NC,NH,NJ,NY,OH,PA,SC,TN,TX,UT,VA,VT.

Important Disclosures and Form CRS | Business Continuity

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