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, as a registered representative of Walnut Street Securities, Inc., utilizes Walnut Street Securities broker-dealer and Pershing LLC's clearance facilities to provide investment products and service support.

Walnut Street Securities, Inc. Founded in 1985, Walnut Street Securities, Inc. provides investment, brokerage, and advisory accounts designed to help investors reach financial goals. Walnut Street Securities is a licensed broker/dealer in all 50 states, plus Washington, D.C. and Puerto Rico.

Pershing LLC Pershing LLC provides trading, execution, clearing, and information management services.