What AI says about SAM Financial Advisors

SAM Financial Advisors provides 401(k) advisory services for corporate retirement plans (including 401(k), 403(b), and 453(b)), helping plan administrators benchmark, design, and optimize investment options while focusing on cost efficiency. They emphasize uncovering hidden or unnecessary fees, operate as fiduciaries to ensure plan participants' and sponsors' best interests, and offer free consultations and audits along with a DIY Self-Service Investment Portfolio Planning Kit for individuals. The firm is currently not taking new individual clients and is exclusively focused on plan-level advising for corporate retirement programs, headquartered in Hoboken, NJ.