Samalin Wealth

"I have been with Samalin Wealth for close to 3 decades. During that time I have found Andy and his team to be very professional, always ready to help, and quick to follow through with all requests. I feel confident that my money is in very good hands!"

"I am extremely pleased with the exceptional financial advisory services provided by Samalin Wealth. Their expertise, personalized approach, and commitment have truly set them apart. Samalin Wealth not only demonstrated a profound comprehension of the financial landscape but also effectively communicated intricate concepts with clarity—a crucial attribute for someone not well-versed in finance. Andy’s proactive approach to adapting strategies to changing circumstances instilled confidence in every decision made. I highly recommend Samalin Wealth to anyone seeking a knowledgeable and trustworthy partner."

"Andy has managed my money for nearly 30 years now, and he's consistently provided extraordinary counsel. Even more important that generating returns (which he does quite well), he and his team have my complete trust with my assets. The Samalin Wealth team also provides exceptional service, which is remarkable in a world (and industry) that is moving to automation, self-service, and AI. Samalin Wealth is personal and collaborative--they know me and my investment profile, and they spend the time to ensure I'm properly allocated and comfortable with the direction and decisions. Finding people you inherently trust is challenging, yet the Samalin Wealth team makes it easy."

"We have had our investment accounts with Samalin since probably 2018 and Andy and his team have been really great to work with. The team at the office is super responsive when I have questions or need money moved around and Andy is easy to talk to and helpful with his advising. I feel good knowing someone like Andy is watching our funds and pass on his name to friends all the time."

"Andy Samalin has been in our corner for decades, and we're delighted he has been. Over the years as our income grew, he has always been available and ready with sage advice and counsel. Andy has managed our investments judiciously, increasing our returns while at the same time being mindful of the goals and aspirations of our lifestyle."