Sammuel "Sammy" Fries, MBA
Title: Financial Services Executive
Sfries@FinancialGuide.com
Mobile: (480) 235-2362
OFFICE: (480) 568 2167
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Charitable Giving, Financial Education, LGBTQ
Languages: English
Sammy amplifies innovations that propel human potential. Contact Sammy Fries to co-create a future that is more humane, sustainable, and empowers wellbeing.
He is a financial professional helping families and individuals achieve their financial dreams. You can trust Sammy for guidance at pivotal moments like career changes, business/co-op creation, retirement planning, and homeownership or renovation.
In 2022, they earned an MBA in Sustainable Innovation from the #1 rated Green MBA program. They hold certifications from Bloomberg on ESG investing (Environmental, Social, and Governance) and Market Concepts. They also obtained their undergraduate degree in three years at FSU, majoring in the competitive Advertising program. Sammy holds life and health insurance producer certification in Vermont and New York.
Thru the 2010s and early 2020s, Sammy served as a marketing strategist for nearly ten years -- focusing on technology, animal protection, media, and sustainability. Notable clients include HP, Vox Media, Samsung, US Department of Defense, Samsung, The Humane League, and HSUS (The Humane Society of the United States), amongst others.
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
YOUR FUTURE
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Disclosure:
I am licensed to sell insurance in: VT
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800
