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

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.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

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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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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