Sam is responsible for operations and new client development. Since 2002, he has worked side-by-side with Eric to help implement his goals and vision for the firm.
Sam states, “It is truly a pleasure to work with Eric and the entire team. A person’s character really shows, not in front of the client, but after the meeting is over. I have seen such a commitment from them, putting in extra hours until they are satisfied with the strategies, and setting aside their own interests to fulfill the interests of the clients. The team at Stratton & Company cares about the well-being of their clients first and they work hard to make sure their goals are met and they have confidence in their retirement strategy.”
Sam lives in Jacksonville with his wife, Tara and two children, and volunteers as the Youth Pastor at his local church.
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.