Sam Critz, Investment Advisor
  • CFP® (CERTIFIED FINANCIAL PLANNER®) practitioner
  • Securities Licensed and Registered (Series 6, 7, 63, and 65) through CUSO Financial Services, L.P. (CFS), our broker-dealer
  • Life and Health Insurance licensed
  • Long Term Care Insurance licensed
  • More than 16 combined years experience in Management and Insurance
  • B.S. in Industrial Technology Management at Berea College, KY

"My desire is to make our clients feel comfortable in their financial future; to chart a course then periodically review that course to make sure their destination has not changed."

Contact me by email at scritz@cusonet.com or by phone 336.774.3400 or 800.782.4670.

 


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