Samantha Schreiber-Reed, Financial Advisor located in Longmont, CO

Financial Advisor
Samantha Schreiber-Reed

CFP®, ABFP®
1325 Dry Creek Dr Ste 200, Longmont, CO 80503opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Employee Stock Options
  • Divorce Finances
  • Inheritance Guidance
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

Personal Interests

  • Cooking
  • Spending Time with Family
  • Outdoor Enthusiast
  • Sports Enthusiast

Team Members

  • Joanna Halle
    Associate Financial Advisor Trainee
  • Judy Meduna
    Registered Branch Associate
  • Alexia Hegy
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(303) 776-9839

Fax

(888) 480-2059

Office Address

1325 Dry Creek Dr Ste 200
Longmont, CO 80503opens in a new window

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