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Samalin Investment Counsel, LLC
- Financial Services
- Chappaqua, NY
About this business
Location details
297 King St, Chappaqua, NY, 10514, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
” Fiduciaries are expected to exercise a duty of care and a duty of loyalty to clients, and as a result, are “held to the highest standard of conduct.” Fiduciaries have a bond of trust with another person (called the beneficiary or principal) and have a legal obligation to act for the beneficiary’s benefit – not their own.” I placed this definition above, this statement, for one reason. Because, among other things one can say about Andy Samalin and his financial organization, is that the above just touches the surface of who... read more
They treat you like family. Super knowledgeable, understanding and warm.
Samalin Wealth is truly a great place to ply your trade as a CFP. Andy and the team are there for support any and every time you need them, but also in the background letting you operate your practice as you see fit for you and your clients. Also something that must be noted is that after having been in this line of work for nearly 2 decades, I can honestly say they have the best compliance professional I’ve ever have the pleasure of working with in Maria. All the staff is great but when you LIKE compliance, that’s extraordi... read more
After 10 years at the largest bank in the US, I decided to work independently. I had concerns about losing support, mentorship, and growth opportunities. After interviewing many firms, I found that Samalin Wealth checked all the boxes. My business is growing significantly faster thanks to the support from our in-house staff and the leadership of Andrew Samalin. Having access to him is invaluable. If you are considering joining the firm, I can’t imagine a better place for you and/or your clients.
After 10 years at the largest bank in the US, I decided to work independently. I had concerns about losing support, mentorship, and growth opportunities. After interviewing many firms, I found that Samalin Wealth checked all the boxes. My business is growing significantly faster thanks to the support from our in-house staff and the leadership of Andrew Samalin. Having access to him is invaluable. If you are considering joining the firm, I can’t imagine a better place for you and/or your clients.
Frequently asked questions about Samalin Investment Counsel, LLC
How is Samalin Investment Counsel, LLC rated?
Samalin Investment Counsel, LLC has a 5 star rating with 28 reviews.
When is Samalin Investment Counsel, LLC open?
Samalin Investment Counsel, LLC is closed now. It will open at 9:00 a.m.
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