The Falkowitz and Sommerfield Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Scott Falkowitz

Scott Falkowitz

Financial Advisor

Visit Scott Falkowitz's website
Michael Sommerfield

Michael Sommerfield

Financial Advisor

Visit Michael Sommerfield's website

Team

Felicia McGee

Felicia McGee

Client Service Associate

Sandra D Hildebrand

Sandra D Hildebrand

Registered Operations Leader

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
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