"Whoever can be trusted with very little can also be trusted with much, and whoever is dishonest with very little will also be dishonest with much."Luke 16:10 — The foundation we build on
Quick pick or advanced planning — both lead to the same place: financial clarity.
Know what you need? Pick your service, fill out a quick form, and our team gets back to you fast. No long intake, no waiting.
Browse ServicesNot sure where to start? Our team at SAM does a thorough A-to-Z free analysis of everything you might need — then gives you a strategy for success.
Book Free AnalysisWe strive to make Medicare simpler and integrate it to make sure all things are considered in your finances. Which one describes you?
Medicare has Parts A, B, C, D, supplements, networks, formularies. It's a lot. We start from zero and walk you through every step.
Helping a parent navigate Medicare is one of the most loving things you can do. We work with families, not just individuals.
Ready to enroll or switch plans? Let's move. We compare every option in your area and handle the paperwork start to finish.
26 topics. Real accountability. One community built around getting your entire financial life in order. Pick the plan that fits where you are.
30-Day Money-Back Guarantee. If you're not satisfied for any reason within 30 days, we refund you. No questions asked.
Our group strives to be a one-stop shop in financial services. Tell us what you need — we'll give quotes, policies, and info on how we can help.
Referral partners including Geico and more. Quick form — our team responds fast.
Home referral partners. We respond within a few hours — coverage matters.
Quick cash value estimates. Many companies have their own — here is a ballpark so you know what to expect.
Working for a city or state? Want to buy your own pension? We help you understand your options and build a plan.
Turn savings into guaranteed lifetime income. Quick review, strategy session, or lump sum consultation.
Employer plans, self-employed options, and strategies to maximize what you keep after taxes.
What happens to your income if you can't work? This is the coverage most people overlook.
Call Sandra. We help and we have a DIY option. Marriage and credit planning available.
LLC, S-Corp, C-Corp packages. Starting a business can be complicated — join the group, it's free.
Get held accountable for a whole year. 26 topics, monthly sessions, and real tools.
Income-driven repayment, forgiveness programs, refinancing. We help you understand your options.
Lottery, settlement, or inheritance — protect it and make it last. Education first, strategy second.
May be complicated — join the group, it's free to start. Wills, trusts, power of attorney and specialist referrals.
Want to be in an exciting healthcare system? We have opportunities. Ask about working with our team.
Fixing your credit takes time. Join the group for free resources — or go deeper with our guided or done-for-you options.
This is for education purposes only. Please consult a professional — or call us and one of our team will get you connected.
Some feel you should sign your name. Call us first — let an attorney advise you before you sign anything.
Studies show it may be gone in 5 years. Anxiety is real (get a therapist). Great strategies exist to protect it permanently.
Houses, cars, travel, charity — all great. But how much is just enough? We help you build a plan so you never run out.
Should I change my number? How do I say no? When should I give? We've seen this. Let's talk through a plan.
Lifetime gift exemption. Tax on giving. We connect you with an experienced tax person. We educate, not advise.
Life is better when you join our group and get all the free knowledge you need. Videos, personal assistance, downloads — all in one place.
Personal video walkthroughs on every major financial topic.
Not just courses — real humans who answer your specific questions.
Checklists, forms, letter templates, budgeting sheets — all downloadable.
Real financial planning software that shows exactly what you should be doing.
From credit scores to estate plans to Medicare — here's what the group has done for real families.
Increased my credit score immediately.
Jerome has been awesome. I have asked him for years — SAM Financial is a great place.
Love his presentation — very meticulous. He showed us how every aspect works together.
As a business owner, I needed help. I was able to stay in my home, protect my family, long-term care, credit. Truly a one-stop shop.
SAM Financial team had an estate planning issue. They gave us a will, trust, power of attorney. They referred us to a specialist and helped where they could. Highly recommended.
Every insurance issue was fixed. My score went up 100 points. Came in not knowing — left with a plan.
Many of your friends and family need to improve their finances. Many times they may not listen to you — but they may listen to us. Refer them and earn $30 when they sign up.
We can also do free group Zoom meetings for your church, organization, or community group. Our goal is to help everyone — refer us and we'll show up.
"Hey — I found a financial advisor who actually helps people. Free consultation, no pressure. Check out samfinancialgroup.com or call (646) 535-3766. You might thank me later."
"This is just our way of saying thanks — and you might want to share it"
"Spread the love — SAM Financial Group helped me get my finances in order. Refer a friend and earn $30. One call can change a family."
"You are one of the best chances to help your friends, family, or community get the financial freedom they have been looking for. You might be able to change a generation."
One free call, one free review, or one free club signup can change your family's financial future. We're here when you're ready.