Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Michael Sommerfield

CFP®, CRPC, APMA

Financial Advisor

Vice President of The Falkowitz and Sommerfield Group
Learn more about Michael Sommerfield Visit Michael Sommerfield's website

Scott Falkowitz

CLTC®

Financial Advisor

Managing Director of The Falkowitz and Sommerfield Group
Learn more about Scott Falkowitz Visit Scott Falkowitz's website