It's important to make the right financial decisions to assure the security and comfort of your future. Sonnenfeld Financial is uniquely independent, allowing a wider range of investment choices and the flexibility to tailor a plan to your specific situation and need. Experienced and licensed, Terry Sonnenfeld has been offering a variety of investment and insurance products for over 25 years.

Using a wealth management formula that includes investment consulting, advance planning, and relationship management, we are committed to providing clients with top quality service while maintaining high standards of integrity and professionalism.  Our services include the following:

  • Investment Management
  • Retirement Counseling
  • Advising Women in Transition
  • Wealth Enhancement
  • Wealth Protection
  • Charitable Giving Opportunities