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    Samuel Rad

    4.7 (48 reviews)
    Closed 9:00 am - 7:00 pm
    Updated over 3 months ago

    Services - Samuel Rad

    Estate planning

    Inheritance planning

    Investment management

    1 More Service

    Retirement planning

    Samuel Rad Photos

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    1 year ago

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    11 years ago

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    Samuel R.

    Thank you I am grateful.

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    12 years ago

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    10 years ago

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    Samuel R.

    Thank you!

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    9 years ago

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    Samuel R.

    Thank you Chase. That was a really kind review.

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    Samuel R.

    Thank you for your kind words!

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    12 years ago

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    9 years ago

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    Page 1 of 2

    Ask the Community - Samuel Rad

    Review Highlights - Samuel Rad

    Our first impression of Sam Rad is that he is professional, patient, and very knowledgeable.

    Mentioned in 40 reviews

    Read more highlights

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    (14 reviews)

    I'm only 41 years old. Have less than 200k in savings. And won't be retiring for a long, long time…read more In another words, I am not the type of client that Sam or his team would take on. He deals with older folks closer to retirement. But that didn't stop Sam from spending over an hour of his time, thoughtfully and caringly dispensing financial advise on any question or worry I might have had. And when I ran out of questions, he raised a few of his own. Things I had never even thought about (but should have). He helped me figure out if it was worth it to buy a property in LA. If we should sell my condo in Chicago. And most importantly, he helped me create a financial plan for the near future. Sam made sure I understood the need for a CPA, encouraged me to get my estate in order, and offered to look at my current life insurance policy to make sure I was getting the right plan. He had nothing to gain by spending this much time with me, but he gave it his all. And after we parted ways, he followed up with me to see if i had anoy other questions and let me know i could email him in the future. I never expected a financial planner to care about anything buy finances, but Sam clearly did. So while i may have left the office without a financial planner, I definitely left with a financial plan and a little more faith in humanity. Thanks Sam.

    I first met Sam at an Estate Planning workshop. My uncle passed away a few years ago and my aunt…read moreis having a time with her finances. I've been helping her as I can and thought this workshop would help me better understand the process. The workshop was amazing - straight forward answers to all my questions, provided in terms we all could understand. Sam's calming presence took a lot of the anxiety of these matters completely out of the equation. Then I met with Sam for my own personal finances. He actually advised me!!! No sales pitch, no invalidation, just straight forward and to the point. Honest if even a little harsh, but I needed to heard it, being a single mom and wanting to leave something for the kids but still enjoy life... I highly recommend making an appointment with Sam. Your future should be in your hands and he'll help you learn how to take back your own finances. Sam is like a coach! Tough but dedicated to you knowing all the plays needed for your goals!

    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (35 reviews)

    My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

    Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

    Samuel Rad - financialadvising - Updated May 2026

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