Aaron Samuels

Aaron Samuels Email and Phone Number

Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure. @ Tack Advisors
Aaron Samuels's Location
Dallas-Fort Worth Metroplex, United States
Aaron Samuels's Contact Details
About Aaron Samuels

I am an experienced Financial Professional with a demonstrated history of working in the financial services industry. My mission is to have a greater impact on the community around me by helping each of my clients achieve financial independence through diligent education and planning.

Aaron Samuels's Current Company Details
Tack Advisors

Tack Advisors

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Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure.
Aaron Samuels Work Experience Details
  • Tack Advisors
    Financial Consultant
    Tack Advisors Jan 2019 - Present
    Fort Worth, Tx
    Advise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changes
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jan 2020 - Present
    Fort Worth, Tx
    Advise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changesArkansas Insurance License#8358247Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
  • The Bailey Group
    Regional Vice President
    The Bailey Group Aug 2018 - Mar 2020
    Our firm focuses on life insurance for SBA lenders and their borrowers. Our FastTrak program provides a new life insurance policy with a collateral assignment withing an average of 7-10 days. We are a trusted resource for some of the largest SBA lenders in the country to help them close their loans on time.
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Aug 2016 - Jan 2020
    Fort Worth, Tx
    Advise clients on retirement and risk issuesMarket financial resources to individual and businessesAnalyze client portfolios and recommend allocation changes
  • State Farm ®
    Team Leader
    State Farm ® Jun 2011 - Jul 2016
  • State Farm ®
    Insurance & Financial Services Representative
    State Farm ® Nov 2005 - Jun 2011
  • State Farm ®
    Customer Service Rep
    State Farm ® Aug 2004 - Oct 2005
  • Mcmurry University
    Admissions Counselor
    Mcmurry University May 2003 - Aug 2004

Aaron Samuels Skills

Annuities Asset Allocation Strategies Business Succession Planning Employee Benefits Estate Planning Strategies Financial Advisory Services Financial Analysis Financial Consulting Financial Planning Financial Strategies Investment Services Mutual Funds Retirement Planning Risk Management 401k Rollovers 529 Plans Client Education Executive Benefit Strategies Insurance Planning Investment Advisory Services 401k Distribution Planning Budget Strategies Business Succession Strategies College Planning Strategies Employee Benefits Strategies Financial Professional Guaranteed Income Strategies Income Protection Strategies Ira Distribution Planning Ira Rollover Strategies Long Term Care Planning Strategies Pension Distribution Strategies Tax Deferred Investment Planning Tax Efficient Investment Strategies Wealth Management Wealth Management Strategies Wealth Preservation Strategies Tax Efficient Distribution Strategies Financial Services 401k Or 403b Services Life Insurance Retirement Planning Specialist Qualified Plans Customer Service Leadership Public Speaking Community Outreach Event Planning Microsoft Office Leadership Development Team Building Strategic Planning Management Higher Education Fundraising Coaching Nonprofits Staff Development Team Leadership

Aaron Samuels Education Details

Frequently Asked Questions about Aaron Samuels

What company does Aaron Samuels work for?

Aaron Samuels works for Tack Advisors

What is Aaron Samuels's role at the current company?

Aaron Samuels's current role is Helping individuals and businesses build wealth, preserve wealth, and save on taxes so they can be financially secure..

What is Aaron Samuels's email address?

Aaron Samuels's email address is aa****@****ncy.com

What is Aaron Samuels's direct phone number?

Aaron Samuels's direct phone number is +181751*****

What schools did Aaron Samuels attend?

Aaron Samuels attended Mcmurry University, Oklahoma State University, Cleburne High School.

What skills is Aaron Samuels known for?

Aaron Samuels has skills like Annuities, Asset Allocation Strategies, Business Succession Planning, Employee Benefits, Estate Planning Strategies, Financial Advisory Services, Financial Analysis, Financial Consulting, Financial Planning, Financial Strategies, Investment Services, Mutual Funds.

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