SOMMERS FINANCIAL GROUP, INC.

Lesley Sommers, President

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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

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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.

More Newsletters »

Calculators

Loan Payoff

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

More Calculators »

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Flipbooks

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Glossary

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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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