SOMMERS FINANCIAL GROUP, INC.

Lesley Sommers, President

Contact Us

120 White Plains Rd suite 125

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

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

More Newsletters »

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Home Affordability

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

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

More Calculators »

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Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

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Videos

A dynamic library of videos.
Flipbooks

These magazine-style flipbooks provide helpful information.
Glossary

Financial terms from A to Z.

Contact Us

SOMMERS FINANCIAL GROUP, INC.

120 White Plains Rd suite 125

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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