Testimonials

In April of 2024 I was introduced to Sam by a mutual friend. He arranged a meeting at his office instead of at my school (unlike the other 403(b) providers) I really appreciated that he was very low pressure and asked probative questions while truly listening about my finances, my current  403(b)  and my goals for retirement. I was impressed with his vast knowledge of what I had and pointed out things I wasn’t even aware of. He subsequently provided me with a much stronger and beneficial plan that I’m very pleased with.  Because of meeting Sam I feel a lot more confident as I head into retirement. 

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For the past 15 years Sam has been my trusted financial advisor and a dear friend. As an attorney I don’t have much time to address my retirement and financial needs. Sam had and continues to guide me and has provided excellent service and products. In addition to my retirement plans, Sam has also skillfully  addressed my family’s risk management needs. He stays on top of things without me even having to ask. I am grateful for his efforts and his friendship.

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In 1993 I met Samuel Bishop and he took the time to speak to me concerning retirement planning. I was impressed by not only his knowledge of products and strategies, but his passion to teach me about retirement planning. He truly cares about his clients and is always honest and dedicated. When my husband unfortunately passed in 2009, Sam was there to walk me through the complexities of his pension, retirement accounts and insurance. Sam is still my go to guy. My son and I have been blessed to have him as our financial advisor and a dear family friend.

I became a client and friend of Sam in 2001. I really liked how non-pressured he was and how much passion he had for what he did. His patience was also something that I really appreciated. I am a detailed and inquisitive person and at no time was he ever annoyed or bothered by my bevy of questions. His knowledge of the retirement benefits industry was very reassuring. Through the years, we've reviewed my strategy and adjusted as needed. Because of the trust Sam has built, and I value so deeply, I've wanted others to benefit from the same experience I've enjoyed over these many years. Therefore, it has been an honor and privilege to refer other prospective clients to Sam as well.