@financial is a full service financial services brokerage specializing in comprehensive, holistic
financial planning, and offers a complete line of financial services and products for families
and businesses; including retirement planning, college planning, estate planning, business
planning, life insurance; annuities; health insurance; property and casualty insurance; long term
care insurance; disability insurance; and investment advisory services.
In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of ﬁnancial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.
Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public ccountant). These professionals comprise an experience and knowledge base we can pull from as situations require.
|Firm Start Year:||2011|
|States Licensed in:||AL, AZ, CO, FL, IL, IN, MA, MD, MS, NC, NH, NJ, NV, PA, TN, TX, VA, OR, WI, OR|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident , Annuity , Health , Disability , Life , Long Term Care|
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing client focused discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
What Baby Boomers Need to Know about RMDs
When: 2/26/2018 & 2/28/2018 at 6pm | By:
Location: DePaul University - Lincoln Park Campus
Details:If you're at or near retirement age, you'll soon have to pay taxes on your IRAs and other tax deferred savings accounts. Learn simple strategies that could save you thousands! ...more