Samuel Financial, Inc.

Financial ServicesMassachusetts, United States0-1 Employees

Samuel Financial, Inc., is an independent financial firm. We help individuals, families, and businesses make informed, intelligent choices to pursue financial security.

Our services are:
 
• INDEPENDENT
So that we may remain objective about investment products. 
• COMPREHENSIVE
Covering wealth management, retirement, education, estate planning, long term care, and insurance. 
• INTEGRATED
Analyzing financial and legal concerns and coordinating with lawyers and tax advisors. 
• UPDATED REGULARLY 
Providing online account view, monthly and quarterly statements, and quarterly and annual comprehensive reviews. 
• COST-EFFECTIVE 
Primarily fee-based services offered through Commonwealth Financial Network, with fees always explained and always competitive. 
• DELIVERED BY EXPERIENCED PROFESSIONALS 
With research and other support from premiere independent organizations, Commonwealth Financial Network and National Financial Services.


This communication is strictly intended for individuals residing in the states of
AK,CA,CT,DE,FL,IL,MA,MD,ME,NH,NJ,NY,OR,VT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.


Securities and Advisory Services offered through Commonwealth Financial Network®, 
the firm ranked "Highest in Independent Advisor Satisfaction among
Financial Investment Firms" by J.D. Power and Associates.
Member FINRA, SIPC, a Registered Investment Adviser. 
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