Sammuel "Sammy" Fries, MBA

Financial Services Executive

About

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.

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