Our Services

Some of the services we offer:

1) Personal and Family Retirement Planning
2) Investment Strategies and Portfolio Management
3) Retirement and Pre-Retirement Planning
4) Estate Planning Strategies
5) Education Funding Strategies
6) Employee Retirement Planning
7) Insurance - Life, Disability Income, Long-Term Health Care
 

Lesley Sommers, is a registered representative of Cetera Advisors Networks LLC. Securities and advisory services offered through Cetera Advisors Networks LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.Pershing LLC provides trading, execution, clearing and information management services.