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November 2023 by Yosef Merania
Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.
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October 2021 by Amanda Sicher
Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!
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October 2020 by Yolanda Saldana
My husband and I attended one of Samuel Rad’s seminars just before the COVID-19 hit. Mr. Rad put together an excellent presentation at a beautiful restaurant. He was clear and concise. I was very interested in sitting down with him to discuss my finances and paid a nominal fee for his services. Then COVID-19 came along before I had an opportunity to meet with him. His office called and offered to have a meeting over the phone or online. I didn’t feel comfortable with either so I requested a refund. I was told they would get back with me within 24 hours. And they did! They graciously refunded me the entire amount.Samuel Rad has integrity. I’ve only met him once but his actions speak louder than words. He is definitely someone who could be trusted to look out for you.Thank you,Yolanda S.
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October 2020 by Matt A
Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!
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October 2016 by Faria K. N
A true CFP with heart! Went in to see Sam and his team. I was treated with complete care even though I do not have a huge amount of money. I had been treated like "small fish" by my previous financial advisor and decided to give Sam's firm a try. I was so impressed and humbled with the level of care I received. I would recommend him for anyone looking for a honest financial planner that won't talk down to you.
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October 2016 by Sarah Heckart
Best financial adviser experience I have had. I took a course taught by Sam and was so impressed with how he presented complex information in a simple and straightforward manner. I decided to see him for a consult and ended up moving my accounts to him. I am really happy that for once in my life I can say I have a complete handle on my finances.
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October 2015 by Ari N.
I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.
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October 2015 by Shawn Parlante
Mr. Rad is awesome. i went to his seminars and after that i met with him. he opened my eyes about retirement . i can't thank him enough.
