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Samuel S

CFP®, Series 66

Hatfield, MA

Equitable Advisors

Samuel Schreiber is a CFP® professional at Equitable Advisors with three years of industry experience. His prior work includes roles at AXIA Group and educational institutions, as well as managing day-to-day operations at Wauban Farms. He serves as a trustee for the First Congregational Church in Ashfield, MA. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and a range of endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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