Sofia Dumansky
Combining the use of a macro-financial process, Sofia's clients benefit from more efficient and cost-effective techniques designed to help achieve their identified and unique goals. She believes that: The greatest challenge people face in today's financial environment is trying to realize all of their financial objectives with finite resources. We look for strategic positioning and movement of money to accomplish our clients' objectives. Her mission is to help her clients envision, create, and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies, and improved protection management for a more enjoyable financial life.
Sofia maintains life and health insurances, and securities licenses FINRA Series 6, 63, 65 and 7. She is a Certified Financial Planner. She is a Life Time and Qualifying Member of the Million Dollar Round Table (MDRT), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees. Sofia has also been named by Forbes as Top in State Financial Services Professional for 2023, 2024, and 2025.
Sofia migrated with her family to the United States from Ukraine in 1992 and speaks Ukrainian and Polish fluently, as well as understands Russian. She continues to be an active member of the Ukrainian and Polish communities and is involved in her local chamber of commerce and BNI (Business Networking International).
Sofia is also a co-founder of Maidan United Inc., a Hartford-based non-profit focusing on delivering much needed medical supplies to Ukraine. She's an active board member of NAIFA (National Association of Insurance and Financial Advisors) and previously served two terms as President. She is also a past board member and Treasurer for COHI (Connecticut Oral Health Initiative).
Sofia graduated from UCONN with a Bachelor of Science in Management (BSM) from the School of Business with a minor in International Business. In 2006, she received her Masters of Science in Management (MSM) with Honors and in 2008 obtained her Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College.
Sofia enjoys playing tennis and volleyball, as well as skiing and hiking.
We utilize an educational approach to wealth management, taking the time to explain things so you can make well-informed financial decisions with clarity and confidence. We also know your wealth management plans affect more than just you, and that's why we're happy to address questions from your family as well about how different scenarios may impact their futures.
You've worked hard in your career to accomplish great things and excel at what you do, and we've done the same when it comes to helping people learn how to grow and protect the wealth they've created. So if you're looking for a trusted partner who will help you define and create the legacy you desire for you and your family, look no further than Legatum Financial.
2007
1 Employee
8051217
CT, MA, NY, NJ, PA, IO, FL, NC, CA, AL, DC
18
Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates Legatum Financial LLC. She began her career in the financial services industry in 2007 and has acquired extensive knowledge through her unique and diverse experiences that have proved invaluable to her clients.
Sofia maintains life and health insurances, and securities licenses FINRA Series 6, 63, and 65. She is a Qualifying Member of the Million Dollar Round Table (MDRT), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees.
Sofia offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Neither Legatum Financial LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Legatum Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Businesses, Individual Investors
Ukrainian, Polish
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Exchange Traded Funds (ETFs), Insurance, Annuities, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Yes
Phone, Our Office, Video Conference
Fee-Based
250,000
Commissions, Based on Assets
All fees are disclosed at the time of presentation.
Based on Account Siz
N/A
732
98
35,000,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Sofia Dumansky 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 AL, CA (CA Insurance License #0L28332), CO, CT, DC, FL, GA, IA, IL, MA, NC, NJ, NV, NY, PA, TN, TX, and VA. No insurance business may be conducted outside the states referenced. As a New York Life Agent, Sofia Dumansky is licensed and authorized to offer insurance in California, but Legatum Financial LLC may not be. For additional information on California licensure status, please click here. Sofia Dumansky 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, 100 Northfield Dr Ste 200, Windsor, CT, 06095, 860-298-1064. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, MA, NC, NV, NY, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Sofia Dumansky 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 AL, CA, CT, FL, MA, NC, NV, NY, and VA. As such, these services are strictly intended for individuals residing in the states referenced. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Legatum Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Legatum Financial LLC 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.
