WEALTH ACCUMULATION & PRESERVATION STRATEGIES

Providing Investment and Retirement Strategies, & Insurance Solutions for Medical and Other Top Notch Business Professionals in Southern CA                  for over 30 years.

 

"Our Clients are our Passion; 
Our Associates and Team Members are our
Pride;
Helping to solve our clients' problems & achieve their goals is our
Joy."

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a trained professional, I can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use this Website as a resource, and do not hesitate to connect with us for additional information or to schedule a meeting. Thank you for your interest.

 

 

Jerry S. Soni is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance Lic# 0679764), FL, ID, IL, LA, MD, MI, NV, NY, TX, and VA.  No insurance business may be conducted outside these states referenced.


Jerry S. Soni is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPCa Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, ID, LA, MD, NV, NY, and TX.  No offers may be made or accepted from any resident outside the specific states referenced.

Jerry S. Soni is also separately registered as an investment adviser representative of Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA.  As such, these services are strictly intended for this state only.

SONI FINANCIAL  INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC, or its affiliates.



 

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