About Us

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, SONI FINANCIAL & INSURANCE SOLUTIONS has access to new products, enhanced product features, expanded quality service, and new technologies. Breaking new ground is part of our tradition.

Disclosure

Jerry Soni is an agent 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 License #0679764), DC, FL, IL, KY, LA, MD, MI, NV, NY, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Jerry Soni is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 13265 Mission Tierra Way, Granada Hills, CA, 91344, 818-360-4231. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, KY, LA, MD, NV, NY, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Jerry Soni is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, KY, LA, MD, NV, NY, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

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

Neither SONI FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.