Sam Graff is a Financial Representative at Rise North Capital. He works with individuals and families to craft a financial plan tailored to fit their ideal lifestyle and achieve their short-term and long-term goals. Helping each client gain financial literacy along the way. He specializes in retirement planning, income and asset protection, and college education funding strategies.
Sam recognizes that most people do not have an opportunity to get a financial education. He thrives on educating his clients so they can gain peace of mind for themselves and the next generation.
Sam earned his bachelor’s degree in Sports Management from the University of Massachusetts Amherst. In his free time, he enjoys supporting Boston sports, cooking new recipes, and playing trivia and board games with friends. Sam lives in Quincy, MA.
Sam is insurance licensed in MA, NH, RI, CT, NY, MD, and OH.
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Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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