Sam Campbell
Financial Producer I
Connecting financial strategies to your values
State(s) Licensed: AZ, FL, GA, IN, KY, NC, OH, TX, VA
Phone: 765-212-2307
Address:
3621 N Everbrook Ln Ste #4
Muncie, IN 47304
Connecting financial strategies to your values
State(s) Licensed: AZ, FL, GA, IN, KY, NC, OH, TX, VA
Providing the Muncie area with Financial Guidance
As a wealth advisor, I will work with you to provide comprehensive financial guidance that reflects your goals and values. I specialize in helping my clients simply and streamline:
- Asset allocation
- Retirement planning
- Investment planning
- Life insurance
- Risk management
- Education funding
- Legacy and estate planning strategies
- Charitable giving strategies
- Budgeting
- Wealth management
- Problem solving
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Muncie Office
- Phone:
- 765-212-2307
- Mobile:
- 765-808-3333
Hours
M – F: 9 a.m. – 5 p.m.