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]
Community Driven
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.
Client Focused
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!
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 the form below to connect with us today.
LOCATION
Premier Financial Management
Office: 518-280-5339
21 Congress St. Suite 204
Saratoga Springs , NY 12866
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21 Congress St. Suite 204
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.
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