Sommerville Financial Group of Raymond James

Guidance personalized to each individual client. Our clients represent a wide range of ages and occupations, each unique in their goals, needs and financial situations. We realize that such distinct lives and circumstances require tailored strategies to precisely fit each. It’s why we offer personalized guidance, applying our knowledge and insight to the specific issues and needs of each individual client in a manner aligned with what’s right for them. Whether you are a business owner, non-profit, pre-retiree, retiree, or receive sudden wealth we can help.

We specialize in:
Financial Planning, Investment Management, Longevity Planning, Portfolio Management, Retirement Planning, and so much more!

www.raymondjames.com/sommervillegroup