SAM was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. The most important key to our longevity, however, is our clients’ success. For each of our clients, we strive to create the financial stability and security required for financial independence. The clients of SAM require our services, not only for quality investment proposals, but also for more important things—like the freedom to enjoy the wealth life has to offer. This is a responsibility not taken lightly by this firm. It is why SAM favors long-term performance and stability, over short-term gain.
Our clients find SAM to be firm in our beliefs and values. We stand ready to practice the virtues necessary to maintain those values. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We do what we promise for our clients.
Call for class registration or a complimentary meeting:
(203) 793-0707
Affiliated With: SOFA (The Society for Financial Awareness)
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所属行业
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金融服务
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规模
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2-10 人
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总部
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Wallingford，Connecticut
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类型
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私人持股
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创立
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2018
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领域
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Retirement Planning、Asset Management、Financial Advisors、Financial Success、Investment Goals、Financial Independence、Investments、Financial Freedom、Personal Portfolios、Client Education、Life Insurance、Disability Income Insurance、Long-Term-Care Insurance、Mutual Funds、Common Stock、Money Purchasing Plans、College Plans、Estate Plans、Profit Sharing Plans、Financial Planning、Brokerage Accounts、Variable Annuity、IRA、Risk Management、Tax Planning和Legacy Planning
