Samuel Chavarria

Credentials:
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Charitable Giving

Languages: English

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

  • Advisory services
  • 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

ORGANIZATIONS:

  • Co-Founder / Vice President since 2011 of JLC Foundation, Inc.

I’m a resident of Jamesville, NY and enjoy spending my free time with my family, friends and two Labrador Retrievers.

 

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Syracuse Satellite Office

Satellite Office

308 Maltbie Street, Suite 101
Syracuse, NY 13204

CRN201912-180567