Samuel Rad - Fiduciary Financial Advisor

Noah Stolkner

Sam has been very responsive and knowledgeable. As a young professional starting my true career - he helped ease my initial fears about investing by giving me direct and honest information, with no sugar coating. Speaking to other advisors, I often felt like I was being sold, but not with Sam. I will continue to work with him as I look towards retirement.

Patty C.

I attended one of his dinner seminars and his pitch seemed good so my husband and I decided to pay for an appointment. We couldn't attend our first appointment and had to reschedule, but were unable to reschedule when the coronavirus hit. My husband and I came into a need for money and asked if we could get our refund back to help us pay the bills. They replied immediately saying the would but never did. I kept calling for weeks and same thing, they would say the would refund but would not. Finally after months I got my refund back. too late

Matt A

Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!

Sarah Heckart

Best financial adviser experience I have had. I took a course taught by Sam and was so impressed with how he presented complex information in a simple and straightforward manner. I decided to see him for a consult and ended up moving my accounts to him. I am really happy that for once in my life I can say I have a complete handle on my finances.