Sam Simones


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Sam’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Sam

    Sam Simones

    Satellite Office

    401 King Street
    LaCrosse, WI 54601

    CRN201912-180567