Samantha Scott

Specialties

Roth, SEP, and Traditional IRAs, Variable Annuities, Fixed Annuities, Brokerage Accounts, Insurance, Retirement Planning, College Savings/​529 Planning, Referral Services Including CPAs and Attorneys.

Meet the Business Owner

Samantha S.

Business Owner

My name is Samantha Scott. I am a third-​generation Financial Advisor in a family that has been in the investment business for over 60 years, during which time, we have been providing clients with financial planning services, with special emphasis on retirement planning. My clients represent successful long-​term relationships and I would be honored to provide the same level of service to you. Securities are offered through SagePoint Financial, one of the largest Independent Broker Dealers in the nation. This gives our clients access to many investment products and resources, with the added benefit of receiving highly focussed and personalized attention from a local Advisor.