Our Mission Statement

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, 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/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, LA, MD, NV, NY, and TX.  No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

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. Eagle Strategies LLC is a New York Life Company.

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