Samuel Chavarriaemail
125 East Jefferson Street Suite 800
Syracuse, NY 13202-1866
Professional Story
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future, or you're simply looking for a snapshot of your current financial outlook; we promise a new level of attention, insight and capability. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals.
Education
BA in Economics fro Tufts University(2006)
Accredited Investment Fiduciary: Chartered Life Underwriter
Chartered Financial ConsultantHobbies
Hiking
Golf
Outdoors Activites
Any time with FamilyCommunity Involvement
Founder and Secretary for JLC Foundation
Languages:
- English
Credentials:
- CLU®
- ChFC®
- AIF®
Specialties:
- Insurance Strategies
- Investment Strategies
- Estate Planning
- Business Succession Planning
- Retirement Strategies
- Group Benefits
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheck
See Samuel’s Licenses and Disclosures