Hi, I'm Sam.
WELCOME TO PREMIER FINANCIAL MANAGEMENT.
Hard work, it’s a characteristic that describes the type of people we help at Premier Financial Management. We truly enjoy supporting the people in our local community and across the country who understand the value of hard work and the money they earn, save and invest. That’s why hard working people like you trust us with their money.
Whether you are a veteran of financial success or are still working on your financial plan, Premier Financial Management can help you work towards and achieve your goals.
PODCAST
Sam Finnerty has notched more than a couple of wins in her 12 years in the Financial Services Industry. Some of the most impressive are:
– The target market she successfully developed and continues to work in still.
– The untethering of her practice.
– Her keen focus on running her business as a business.
Tune in now to learn about these and other successes that you can replicate in your business.
FEEDBACK FROM CLIENTS
I Love Hearing From My Clients!
Non-compensated client testimonial: may not be representative of all client experiences; no guarantee of future performance or success. Securities and investment advisory offered through Osaic Wealth, Inc. member of FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
HAVE A QUESTION?
At Premier Financial Management, we’re here to assist you on your financial journey. Whether you’re a seasoned pro or just starting, we can help you achieve your goals. Reach out to us with your questions and inquiries. Your financial future matters to us.
Fill out the form below to connect with us today.
NUA EXPERTISE
Sam is a highly skilled and seasoned financial advisor with a wealth of experience in providing expert guidance to individuals from diverse backgrounds and financial situations. Her expertise spans a broad spectrum of financial matters, including investments, retirement planning, tax strategies, and wealth management.
What truly sets Sam apart is her specialization in assisting clients who possess company stock within their employer-sponsored retirement plans. This is a niche area of financial planning that requires in-depth knowledge and a nuanced understanding of the unique challenges and opportunities it presents.
MEET SAM.
Samantha Finnerty, Investment Advisor Representative, is your dedicated financial partner. With a passion for helping hardworking individuals secure their financial future, Sam’s expertise has propelled her clients toward a more comfortable retirement. In 2018, her unwavering commitment to clients led to the founding of Premier Financial Management. While based in Saratoga Springs, NY, Sam extends her personalized services across 14 states. Contact Sam today to benefit from her energy, commitment, and extensive experience.
Samantha Finnerty
Investment Advisor Representative
518.280.5339
[email protected]
UNSURE ABOUT OUR SERVICES?
SCHEDULE A CONSULTATION.
If you’re still uncertain about how our features can benefit you, don’t hesitate to reach out. We’re here to provide clarity and answer your questions. Contact us today to learn more about how we can assist you in achieving your financial goals.
OUR RESOURCES
At Premier, we offer many resources designed to support and educate our friends and clients. Below, you’ll find information on several topics of interest. If you have questions about other topics just let us know.
CLIENT RELATIONSHIP
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
LATEST BLOG & ARTICLES
Limit Order Case Study
Samantha Finnerty | Friday, December 1, 2023
“Recently, I had a client ask me for some help regarding one of his stock positions. If you own a stock position and you would like to sell out at a certain price, this strategy might be right for you. Please read on.
Samantha Finnerty | Wednesday, March 15, 2023
At Premier Financial Management, we focus on supporting people that value hard work and are focused on building and maximizing their retirement. We truly enjoy supporting the people in our local community…
Pension Cutbacks
Samantha Finnerty | Wednesday, March 22, 2023
Back in October of last year (2022), a national corporation whose employees we work with announced a change – a cut – to their employee pension plan. Those who retired by the end of November 2022 were not affected by these…
UNSURE ABOUT OUR SERVICES?
SCHEDULE A CONSULTATION.
If you’re still uncertain about how our features can benefit you, don’t hesitate to reach out. We’re here to provide clarity and answer your questions. Contact us today to learn more about how we can assist you in achieving your financial goals.
LOCATION
Premier Financial Management
Office: 518-280-5339
28 Clinton Street, 2nd Floor
Saratoga Springs NY 12866
QUICK LINKS
GET SOCIAL
Leaving Site Disclaimer
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Click here to proceed to OSAIC Form CRS.
Leaving Site Disclaimer
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Click here to proceed to FINRA’s BrokerCheck.
28 Clinton Street, 2nd Floor
Saratoga Springs NY 12866
We are licensed to sell Insurance Products in the following states: AZ, CO, FL, MS,NC, PA, SC, KY, VT, NY, WI.
We are registered to to sell Securities in the following states: AZ, CA, FL, IN, KY, MA, MI, MS, NC, NJ, NY, PA, SC, VT, WI.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
External Links Disclaimer:
This website may contain links to external websites. By clicking on these links, you are leaving our site. We have no control over the content or practices of these third-party sites and are not responsible for their content or privacy policies. Please review the terms of use and privacy policy of any external site you visit.
