SAMUELS FINANCIAL SERVICES, INC.

Overview

Samuels Financial Services, Inc. operates as an independent registered investment adviser owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It maintains a mixed compensation model—charging a percentage of assets under management while also earning commissions—which aligns with its additional roles as a registered representative of a broker-dealer, an insurance broker, and an accountant. The adviser is not active on ESG mandates, does not function as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives