Investment Advisor Representative
Providing excellent guidance and support to clients is a trait that has come to distinguish Samantha (Sam) Finnerty from her peers. She focuses on providing real financial and asset allocation planning and loves to do so with hard-working men and women in her community and in others across the country. Sam has come a long way in the relatively short time she’s been in the financial services industry. More importantly, her clients have gone a long way towards realizing a more secure retirement.
Sam’s focus on building a topnotch client focused financial services firm led her to form Premier Financial Management in 2018. She is headquartered in Saratoga Springs, NY, but travels whenever she can to serve numerous clients across 14 states. And she does so with a very personal touch.
As Sam puts it, “My energy for working with my clients comes out of a true appreciation for how hard they work to make a living and provide for their families. It also generates a strong level of commitment on my part to do what’s best for them.” Sam demonstrates that energy and commitment regularly on behalf of her valued friends and clients. They in turn, show their appreciation and commitment to her by regularly advocating to their friends and co-workers on her behalf.
Samantha started in the Financial Services industry in 2012 after graduating from SUNY Albany with a degree in Economics. In 2013, she made a connection at the local corporation’s plant where she began providing retirement seminars for employees. Since then, she has made it a point to become well versed on the different retirement plans and benefits available to employees of that company and many others.
Put Sam’s energy, commitment and experience to work for you. Contact her today!