Somerville & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Danielle M Czarapata

Danielle M Czarapata

Financial Advisor

Visit Danielle M Czarapata's website
Justin Matthew Rebman

Justin Matthew Rebman

CLU®, ChFC®, CASL®, CAP®

Financial Advisor

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Team

Ann Kapinos

Ann Kapinos

Financial Planning Specialist

Tina Glaser

Tina Glaser

Client Relationship Manager

Natalie Rebman

Natalie Rebman

Operations Director

Nicole Somerville

Nicole Somerville

Administrative Assistant

Lisa Oysti

Administrative Assistant