Axiom Financial

Sommers Financial Group Inc., located in Tarrytown, NY, offers a comprehensive range of financial services including retirement planning, insurance products, and investment advisory services. Led by President Lesley Sommers, the firm aims to provide individuals and couples with tailored strategies to achieve their financial goals. The firm emphasizes a team approach to retirement savings, advocating for open communication and collaboration among clients. Additionally, they provide a variety of educational resources including newsletters, articles, and financial calculators to empower clients with knowledge in financial decision-making. Generated from the website

Beacon ICG, based in Melville, NY, is a wealth management firm dedicated to serving individual clients and businesses across the United States. The firm prides itself on providing clarity around financial goals through a team of experienced professionals. As a member of ICG, Beacon ICG offers a range of services, including financial planning, investment planning, and retirement planning, all supported by LPL Financial, a registered investment advisor. Their commitment to client support ensures tailored solutions for diverse financial needs. Generated from the website

Marshall Financial Group, located in Doylestown, PA, is a renowned Fee-Only Wealth Management company with over 40 years of experience in comprehensive wealth management. Founded by Bill Marshall and Jeanne Robinson, CFP, Marshall Financial takes pride in its dedication to clients and the community, offering total wealth management services to help individuals and families achieve financial wellbeing and live the life they've always dreamed of. With a focus on holistic wealth management, Marshall Financial partners with busy professionals, thriving entrepreneurs, and multigenerational families, providing personalized strategies to mitigate risk, make informed decisions, and grow wealth. Their team of experienced professionals helps clients enjoy their wealth today while planning for a secure future, offering support for retirement planning, business retirement plans, and financial independence. Marshall Financial believes that a sound financial position opens the door to a happier, healthier life, and they are committed to helping clients achieve their financial goals and live a more purposeful life.Generated from the website