focuses on making investments last a lifetime
Steven Joshua Samuel began organizing a national network of estate
planning attorneys for Met Life, a major national company based
he was hit with a revelation.
1996 and 2002, I organized and helped attorneys and financial
professionals integrate their work to better serve people’s
needs,” he said from Samuel Financial LLC, his Dedhamcompany.
“That experience led me to believe that the needs of middleclass
families, including my own, are often as complex as those of the
realized, however, that not many middle-class families had access
to the same level of services – which he cited, for example, as
integrated legal, financial and personal skills – as did the very
network, which Met Life called “Progressions,” was offered to
employees of the client companies of Met’s group life insurance
services. Although it attracted several thousand participants, the
network was discontinued in 2002. Yet, the lessons Samuel took away
from the experience stayed with him. He had practiced law, focusing
mainly on estate planning and elder law, for more than 20 years,
and had established a law firm currently operating as Samuel,
Sayward and Baler LLC. But in 2003, he established Samuel Financial
LLC, an independent financial advisory firm. According to Samuel,
the company serves more than 200 families that have entrusted $95
million to the firm’s fee for service consultation practice.
child of Holocaust survivors, reported on the first Conference of
Children of Survivors in Washington,
D.C., for this newspaper many years ago. Their story, and
their care, also played a large role in formulating their son’s
approach to business.
had helped my parents with retirement, aging and illness (Samuel’s
mother was afflicted with Alzheimer’s disease for 12 years) –
and felt that experience and my knowledge of law and commitment to
ethical standards would also be valuable to other families,” he
told The Advocate.
beginning of World War II, Samuel’s parents were imprisoned in a
forced labor camp near their home town of Bochnia, Poland, near
Krakow. “They managed to escape and
spent the remainder of the war in hiding in Hungary,
he said. “My mother’s parents and seven of her eight siblings
were not as lucky.” Two of his father’s four siblings met the
same fate. After the war, his parents emigrated to Asuncion,
Paraguay, where Samuel was born. The family relocated to New
York, first to Flatbush and then to Washington Heights,
where he spent his youth.
Yeshiva Soloveitchik elementary school, Samuel graduated Yeshiva
University High School and obtained a bachelor’s
degree from Yeshiva University. He went on to earn an M.B.A. degree
from Columbia University Graduate School of Business and a J.D.
from Columbia University School of Law. He continues to apply all
aspects of his accomplished educational background to his practice.
to its website, the company’s professional credentials in law,
business, and financial planning also allow it to “serve
individuals and families with investment and planning needs, as
well as those with complex special needs, eldercare, business
succession, and other legal, financial, and tax issues.” Samuel
Financial specializes in 401(k) and other employee benefits for
professional practices and small businesses. The company takes
fiduciary responsibility for their work and is compensated by fee
firm and I serve over 200 families who are nearing, or in
retirement, starting with how their investments can last their
lifetimes and then supporting the family’s other goals,” said
Samuel. “Families with complex legal, financial and personal
issues are often referred to us for help with estate and Medicaid,
or special-needs planning,” he continued, adding that the
practice also advises over 40 small business about their company
his colleagues are well regarded for outstanding interpersonal
skills and the professional service they provide, as well as for
their investment advice. Samuels explained that families often turn
to them first for assistance with financial, but also with
sensitive family issues.
will reach out when needed. Samuel and his staff have made
referrals to qualified professionals in and outside New England for
advice and resources in matters of business law, real estate, elder
care, and substance abuse.
even located a dog breeder for a client,” he noted.
Financial’s Securities and Advisory Services are offered through
Commonwealth Financial Network, a member of FINRA/SIPC (Financial
Industry Regulatory Authority/Securities Investor Protection
Corp.), a registered investment advisor.
Financial LLC is located at 858
Washington St., Suite 202, in Dedham.
or call (781) 461-6886 for more information.
/ Local News