Samuel Chavarria

  • 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


  • 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.


See Samuel’s Licenses and Disclosures

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

Contact Samuel

*Fields are required

Syracuse Satellite Office

Satellite Office

308 Maltbie Street, Suite 101
Syracuse, NY 13204