About me
I'm Sam, a dedicated financial advisor based in Long Island, NY. I have the privilege of owning my own practice under the Northwestern umbrella. Working from my office in Melville, I help my clients achieve their financial dreams and goals.
I grew up in Amityville, where I learned the importance of community and hard work from a young age. My passion for finance was ignited when I realized a financial advisor guided my parents to a successful retirement. That advisor's work was pivotal in providing my siblings and I a good childhood where all family risks were managed, taxes were mitigated, and wealth was grown.
I take pride in working with nice, successful individuals who are committed to making the most of their financial opportunities. My approach is personalized and client-centric, ensuring that each financial plan is tailored to your unique needs and aspirations.
If you're looking for a financial advisor who values trust, integrity, and personalized service, I'd love to hear from you. Together, we can chart a course toward your financial success.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
