Sam Chang - Thrivent

Hours: Thrivent, a membership-owned holistic financial services organization, offers advice, investments, insurance, banking, and generosity programs to assist clients in managing their finances effectively. The organization has a long-standing reputation for looking out for its clients' best interests, with many clients staying for years and passing the tradition on to their children. Sam, a helpful and friendly representative, takes the time to explain financial matters so clients can make informed decisions. He has received high praise for his pleasant demeanor, ability to listen, and skill in setting investment courses that meet clients' needs and goals. Clients have noted that even while withdrawing from retirement accounts, their overall portfolio balance has grown, thanks to Sam's sage investment advice. The team at Thrivent is described as caring, competent, and organized, making the consultations easy and informative. Many clients highly recommend Sam for his solid guidance and support, especially during significant life changes like retirement and relocation.

• 0.15 miles

  

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