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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Sommer Investments, LLC

We Plan on You Retiring

Join our Financial Family, and let us help you
in your Retirement and Financial Planning.

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Susan Sommer, CFS®, CFP®

Financial Advisor

636-441-1700

susan@sommerinvestments.com

Anna Meurer, MBA, CFP®, BFA™

Financial Advisor

636-441-1700

anna@sommerinvestments.com

Five Star Wealth Manager Award

Susan Sommer has received the Five Star Wealth Manager Award for 12 years. Learn more about this award.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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2016 Small Business Award

Sommer Investments, L.L.C. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you!

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

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