Jack Somer is a trusted financial advisor dedicated to guiding clients toward sustainable wealth and long-term financial success. With a client-centric approach, he takes the time to understand each individual’s unique financial goals, challenges, and aspirations.
By leveraging tailored strategies, cutting-edge financial tools, and years of industry expertise, Jack helps clients build, protect, and grow their wealth with confidence. Whether you're planning for retirement, seeking tax-efficient investment opportunities, or looking to safeguard your financial future, Jack provides the clarity and expertise needed to navigate every stage of your financial journey.
Drawing on over three decades of experience in the Financial Service Industry, I serve as a seasoned Financial Coach. My commitment extends beyond individual clients to collaborate closely with accountants, offering the most refined strategies tailored to their clientele.
Additionally, I partner with executives seeking to optimize their retirement gains through innovative approaches, surpassing conventional methods. My expertise lies in providing comprehensive financial solutions, specializing in areas such as income protection, retirement planning, and tax optimization strategies.
Through personalized guidance, I empower clients to achieve financial security and confidence. With a focus on Life & Health Insurance and Money Management, I deliver tailored support and help to meet diverse needs effectively.
Specialties
Individual Financial Planning
Secure your future, one step at a time with personalized financial planning
Executive Compensation
Attract, retain, and reward top talent with strategic executive compensation
Estate Planning Strategies
Protect your legacy and secure your family's future with comprehensive estate planning strategies
Retirement/Pension Plans
Retire in comfort with a pension plan that can help secure your future
Life Insurance
Protecting your loved ones' future, even when you're not there
Investments & Equities
Unlock the potential of your money with smart investments and equities management
Strategic Financial Planning
Chart your financial course with precision and confidence through strategic planning
Jack Somer's Contact information:
Phone Number: (917) 796-0947 (voice only)
Email: Somer_jack@nlgroupmail.com
Office: 225 Broadhollow Road Suite 301 Melville, NY 11747
Office Number: (212) 986-1499
Jack Somer is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Ave. 9th Floor, New York, NY 10017 212-986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
Jack Somer is registered to sell securities in NY, NJ, FL & VA and insurance-licensed in NY, NJ, CT, AZ, FL GA, MA, NC, PA, TX, VA, VT
