Company Overview
- Headquarters
- 144 S. 14th Street, PO Box 1552, St. Helens OR
- Website
- sommersfinancial.com
- Phone
- (503) 397-****
- Employees
- 3
- Founded in
- 2002
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Who is Sommers Financial Management
Sommers Financial Management is a wealth management firm based in St. Helens, Oregon. The company employs 3 people and generates an annual revenue of $2.5 million. Sommers Financial Management specializes in creating customized wealth management solutions for individuals, families, and businesses. Their services are designed to simplify retirement planning and investing, offering a personalized approach with the expertise of a larger firm. The company prides itself on its independence, transparency, and commitment to client well-being. They operate as a Fee-Only Registered Investment Advisor, ensuring that their advice is always in the best interest of their clients. Sommers Financial Management avoids commissions and hidden fees, providing a straightforward and ethical approach to financial management. For more information about their services, visit sommersfinancial.com, send an email, or call 503-397-1545 to schedule a consultation.
Sommers Financial Management Industry Tags
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