We have been Sam Chang's clients for a number of years and we couldn't be happier with the financial advice and guidance he has provided. Even though we withdraw a healthy annual amount from our retirement accounts, our overall portfolio balance has actually grown over the years. This is a testament to Sam's sage investment advice. Sam is very pleasant to deal with, solicits our input, listens to what we have to say and sets an investment course that meets our needs and goals. We write this review only because Sam deserves our praise.
September 2024
We have enjoyed working with Sam for the last several years. My wife is someone who doesn't have a strong financial background, but Sam always helps present ideas in a way that makes it easy to understand. He's provided us with solid guidance leading up to my wife's retirement and our recent relocation down south. I would highly recommend using Sam as your financial advisor!
July 2024
Sam and his team are top notch. They are caring, competent, and organized. The consultations are easy, informative and the growth of my retirement has been great so far. Highly recommend their firm
We have been Sam Chang's clients for a number of years and we couldn't be happier with the financial advice and guidance he has provided. Even though we withdraw a healthy annual amount from our retirement accounts, our overall portfolio balance has actually grown over the years. This is a testament to Sam's sage investment advice. Sam is very pleasant to deal with, solicits our input, listens to what we have to say and sets an investment course that meets our needs and goals. We write this review only because Sam deserves our praise.
We have enjoyed working with Sam for the last several years. My wife is someone who doesn't have a strong financial background, but Sam always helps present ideas in a way that makes it easy to understand. He's provided us with solid guidance leading up to my wife's retirement and our recent relocation down south. I would highly recommend using Sam as your financial advisor!
Sam and his team are top notch. They are caring, competent, and organized. The consultations are easy, informative and the growth of my retirement has been great so far. Highly recommend their firm