Sentinel Asset Management, Llc
SAM was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. The most important key to our longevity, however, is our clients’ success. For each of our clients, we strive to create the financial stability and security required for financial independence. The clients of SAM require our services, not only for quality investment proposals, but also for more important things—like the freedom to enjoy the wealth life has to offer. This is a responsibility not taken lightly by this firm. It is why SAM favors long-term performance and stability, over short-term gain. Our clients find SAM to be firm in our beliefs and values. We stand ready to practice the virtues necessary to maintain those values. We are brutally honest: we give attention to detail, and are responsive to our client’s needs. We do what we promise for our clients. Call for class registration or a complimentary meeting:(203) 793-0707 Affiliated With: SOFA (The Society for Financial Awareness)
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Verified contacts
10
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LinkedIn employees
15
1 to 10 range
Open roles
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Distinct roles
8
indexed titles
Tech stack
1
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Monthly traffic
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AC
Ann Christian
Financial Planner · Finance & Accounting
EmailPhone - KS
Kimberly Smith
Paraplanner · Finance & Accounting
EmailPhone - RC
Robert Craft
Investment Advisor · Finance & Accounting
EmailPhone - WW
William Warner
Managing Member · General Business & Management
EmailPhone
Showing 4 of 10 verified contacts
Top roles at Sentinel Asset Management, Llc
8 distinct titles indexed · top 8 shown.
- 1financial advisor
- 1financial planner
- 1investment advisor
- 1investment advisor and financial planner
- 1investment advisor representative
- 1managing member
- 1paraplanner
- 1senior paraplanner
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