AverySample Financial Group - AverySample Financial Group

AverySample Financial Group

AverySample Financial Group is an independent wealth advisory firm in Fort Myers, Florida. Partners Greg B. Sample and Ian K. Sample offer guidance and services related to investments, retirement, estates, insurance, and general financial well-being to clients seeking capital preservation and wealth accumulation.

With decades of experience, AverySample Financial individually assesses each client’s assets, risk tolerance, and retirement goals when mapping out a customized, systematic plan. The firm strongly believes that an honest and realistic assessment and plan offers clients the best opportunity to enjoy a secure retirement. In recognition of the firm’s excellence, the Better Business Bureau has given AverySample Financial Group an A+ rating. Greg Sample, founder of AverySample Financial, has more than 30 years of industry experience. He graduated from Ball State University in Muncie, Indiana, with a degree in business; he now is a Registered Financial Consultant as well as a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.

Ian Sample, with more than 10 years’ experience, has an MBA from Nova Southeastern University. He is a CERTIFIED FINANCIAL PLANNER® and a member of the National Ethics Association. Together, Greg and Ian Sample have advised thousands of Florida residents through AverySample Financial Group.

For more information about AverySample Financial’s services or advisors, visit the firm’s website at www.averysamplefinancial.com.

Related Links

Company Snapshot

Founded - 1979
Size - 25 - 100 Employees
Type - Public Company
Funding - Private

Contact Info

AverySample Financial Group
1342 Colonial Blvd
Fort Myers, FL 33907 US

+1 877-457-8870

Industry Categories