A longtime fixture in Southwest and Central Florida, AverySample Financial Group has earned an A+ rating from the Better Business Bureau in recognition of the firm’s efforts to provide customer-focused and risk-appropriate wealth advisory services. AverySample Financial is an independent family business operated by Greg and Ian Sample. A Registered Financial Consultant, Greg Sample has more than three decades of experience in the financial services industry. Ian Sample, a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant, has more than 10 years of experience.
AverySample Financial Group offers its clients comprehensive retirement investing, estate planning, and financial services. The firm also provides insurance services, including long-term care and Medicare supplement insurance. AverySample Financial Group offers guidance on how to preserve capital and accumulate wealth while managing an appropriate level of risk. AverySample Financial’s advisors work diligently to create a systematic plan that will secure a steady and secure income retirement stream and meet their clients’ lifestyle expectations.
Greg Sample graduated from Ball State University with a degree in business. Prior to establishing AverySample Financial Group, he worked for one of the world’s largest insurers. His success in the field ultimately led to the creation of AverySample Financial. Ian Sample holds a Bachelor’s degree in communications from the University of Central Florida and an MBA from Nova Southeastern University. Through AverySample Financial Group, Greg and Ian Sample have helped thousands of Floridians achieve their retirement dreams.
