Samuel Waller

Samuel Waller

Financial Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CA License: #0G92928

420 Lexington Ave, Suite 2840
New York, NY 10170

917-368-3087212-656-1773Visit my website
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About my practice

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. We deliver a concierge-style service to help you achieve your financial goals.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck

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