Financial Advisor
Samantha Schreiber-Reed
CFP®, ABFP®
1325 Dry Creek Dr Ste 200, Longmont, CO 80503opens in a new windowAccepting New Clients
Serving clients with $500,000
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Employee Stock Options
- Divorce Finances
- Inheritance Guidance
- Retirement Income Strategies
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
Judy MedunaRegistered Branch Associate
Joanna HalleSr. Branch Office Administrator
Alexia HegyBranch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| 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 |
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