American Heritage Financial Advisor

Samuels Financial LLP is a Manchester-based firm of professional and experienced Chartered Financial Planners, dedicated to providing a wide range of services to help clients build, grow, protect, and preserve their wealth. With a philosophy centered on integrity and excellence, they pride themselves on building long-term relationships with clients and offering high-quality advice on wealth management. As an Appointed Representative of St. James's Place Wealth Management plc, Samuels Financial LLP is authorized and regulated by the Financial Conduct Authority to advise solely on the group's wealth management products and services. With a focus on personalized service and a genuine approach, they assist clients in planning for their financial future and achieving their goals.Generated from the website

Koler Financial Group, based in Cleveland, OH, has been assisting individuals and families in achieving their financial goals since 1972. With a commitment to trust, integrity, and family values, they offer a wide range of high-quality financial products and services, utilizing cutting-edge technology and information to ensure the utmost care and honesty in their implementation. Their success is measured by the financial rewards their customers achieve and their eagerness to work with Koler Financial Group, making them a lifelong partner in securing financial success. With over 3,500 satisfied customers, Koler Financial Group is dedicated to enriching their customers' financial status in a calm and secure manner. As a separate entity from Osaic Wealth, Inc., they provide retirement planning, insurance, estate planning, investment management, and tax planning services. Their mission is to establish a lifelong partnership with their customers, helping them reach their financial goals and referring their friends to experience the same level of expertise and dedication.Generated from the website