Sam Hoss has always given me sound advice. He is easy to get in touch with and demonstrates a willingness to research his recommendations. I have no hesitation in recommending him to my friends and business associates.

Mr. Mahmood J.

Sam is a very smart and nice person. I highly recommend him. He knows his business very well and tries to satisfy what his clients are looking for.

Dr. Ingrid S., D.D.S., Orthodontist

Sam Hoss has dealt with all of my life insurance needs over the years. He has been thorough and helpful in explaining all of the different types of insurance and investments. Working with him is a joy.

Mr. Mark B., Television Producer

Sam works diligently on behalf of his clients. He listens, provides his advice and recommendations, and carries out the client’s decision promptly. He is knowledgeable and responsive.

Mr. Alan W., Attorney at Law

For many years I have witnessed the sound advice and exceptional service Sam extends to his clients. I take great comfort in Sam’s total focus on delivering the greatest benefit to the customer without regard to personal economic gain. Sam makes investing hassle-free and keeps me informed. I have used many advisors but Sam is the best.

Dr. Iraj R., OB/GYN

We can recommend Sam Hoss without hesitation. He has been a financial advisor that we have come to trust and respect.  His advice has been sound and beneficial to us.  We find him to be personable and responsive to our needs.  He is also very resourceful when it comes to finding the right professionals to aid in our financial planning.  He is a pleasure to work with and we are grateful to have him as part of our life planning.

Mr. Mark G., Attorney