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  Frequently Asked Questions
Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Investment Options: Frequently Asked Questions
Annuities: Frequently Asked Questions
Bonds: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Saving For College: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Retirement Plan Distributions: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional Vs Roth IRAs: Frequently Asked Questions
Social Security Benefits: Frequently Asked Questions
Wills: Frequently Asked Questions


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Sommer Nelson, EA is a Philadelphia based accounting firm that provides a wide variety of accounting, tax, financial management, QuickBooks, incorporations, and Individuals, Real Estate Accounting, Financial Services Accounting accounting services. Our clients are located throughout Philadelphia in towns like Cheltenham, Drexel Hill, Upper Darby, Melrose Park, Glenside, Penn Valley, Bala-Cynwyd, Merion Station, Wynnewood, Penn Wynn, Bensalem, Havertown, Lansdowne, Yeadon, and more. We also service clients in Philadelphia County, Montgomery County counties.