Baird - Sommersberger Group
Financial ServicesEmployee BenefitsInsuranceInvestment
Here at The Sommersberger Group, our philosophy is centered around the belief that relationships are built on trust, honesty, and communication.
We take the time to understand your individual needs and craft a personalized solution that takes into account your current financial situation and your vision for the future. But our work doesn’t stop there. We provide you with the ongoing management and review to ensure that your solutions maintain alignment with your overall goals and make the necessary adjustments to stay on track. It is our passion to understand your needs, uncover your dreams, and unlock your financial potential. As your partner, it is our mission to help you discover true opportunity.
We are proud to share the values upon which Baird was built; honesty, integrity, genuine concern for clients and respect for associates. It was these same values that drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
- Wealth Managmenet
- Financial Planning
- Financial Services