top of page
Samer Hilal Logo

Our Top Priority is You.
Here's What Our Clients Are Saying:

These statements are testimonials by clients of our financial professionals and services. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial.

Anthony M.

"I have known Samer over 30 years and have followed both his education and career. He has been a friend to my Family and I and have trusted him as my financial adviser at several financial institutions he has worked for through all those years. He's the best."

Donna B.

"We have been with Samer for 8 years. During the course of our relationship, Samer has navigated our investments during tough economic circumstances, both Pre and Post Pandemic. His sound advice, planning process and personalized attention have proven to be a “HOME RUN” for us.  We are grateful to have a seasoned professional like Samer looking out for our best interests." 

Sander V.

"I first met Samer back in his Bank One days in Ohio. I first sat down with him as a financial advisor approx 20 yrs ago. Samer has been managing my portfolio ever since. He genuinely cares about clients. I've recommended him to my family members who have subsequently entrusted him as their financial advisor. I would recommend Samer to anyone looking for a market savvy, personable and someone who is "invested" with each of his clients."

Susan W.

“Samer has a vast knowledge & immense grasp of the economy and financial systems. He treats us and handles our finances as if we were members of his family."

Elaine R.

"It has been an excellent experience working with Samer Hilal as a financial advisor over the past 15 years.  He is extremely knowledgeable and is always attuned to working toward my short-term and longer-term financial goals.  I especially appreciate his ability to explain the complexities of financial markets, and I always leave each meeting feeling smarter than I was before.  Additionally, he is very approachable, easy to talk with, and is just a great guy, and I feel fortunate to have met him."

Virginia D.

"I have been a client of Samer’s for many years. If I’m asked to describe Samer, the first words that come to mind are “Trusted Advisor.” He always makes time for me to answer and explain any questions. He met me on Sunday morning because it worked for my schedule. I don’t worry about my investments." 

Elissa O.

“My husband and I have been working with Samer managing our investments for many years. We found Samer to be well informed, quick to respond to our inquiries and always warm and friendly while providing his excellent leadership. We look forward to continuing this relationship in the future."

Catherine D.

"I feel so blessed being one of Samer's clients. He is so knowledgeable and helpful. He puts my mind at ease with all my financial needs. He also takes time to help me understand and make the right decisions for what is the best for my situation. Thank you Samer for always being there to help me with your wisdom and kindness."

Walter P.

“Working with Samer for multiple decades has been a very positive experience. Samer’s has made the complex financial planning process feel seamless and stress-free. He has always taken the time to listen to our goals and help prioritize our investments, providing peace of mind and confidence in our financial decisions. We are more than grateful for his exceptional service and wholeheartedly recommend Samer to anyone seeking financial advice."

Josephine M.

"Samer’s dedication to his clients and education sets him apart. What impressed me is his depth of knowledge and ability to utilize it to provide a comprehensive financial plan. I would highly recommend Samer."

Yasser M.

"It is always really refreshing to work with Samer Hilal. His passion, knowledge and genuine interest in achieving the best for his clients is clear . I have never had this level of experience with previous advisors. I gladly recommend Samer’s financial services."

Candy C.

"I feel so blessed being one of Samer's clients. He is so knowledgeable and helpful. He puts my mind at ease with all my financial needs. He also takes time to help me understand and make the right decisions for what is the best for my situation. Thank you Samer for always being there to help me with your wisdom and kindness."

Charis E. 

"Samer Hilal has been my wealth advisor for at least 15 years and before that, my parents'. Over two decades, Samer's advice has been spot on for both my (late) parents and me. As you can imagine, over 20 years, the markets have gone up and down multiple times. His investment management make me feel secure and that my investments are in the right hands. True to his philosophy, Samer's integrity is above reproach. If I had to choose a financial advisor anew, then I would choose Samer again (and again)."

Colleen & Stephen L. 

"When we first met Samer Hilal on a cold, foggy, rainy afternoon in February, more than a dozen years ago, we had no idea of the illuminating and inspiring impact he would subsequently have on our finances and our lifestyle. In the years following our meeting, Samer has provided invaluable insight into the workings of the stock market, skilled advice on the buying and selling of stocks, and most significantly, endearing friendship. He has, indeed, brought sunshine into our lives. Our relation has not only been enhanced by sound financial advice but has also received the advantages of Samer’s valuable life experiences and his dedication to family. We have followed Samer from one institution to another based on the faith and trust that he has displayed over the years."

Jodi L. 

"Samer is more than just a trusted advisor; he has become a friend. I have been fortunate to work with him for now over 15 years and he truly cares about my family and I as well as our financial well being."

Larry M.

"Samer is always very informative when new investments come out that may help our portfolio. We do not have $1 million invested however we are always treated like we do."

Cynthia Z.

"Twenty years ago I was searching for a financial advisor who I could trust, and one who cared as much about my investments as I did. I found those qualities and more in Samer, and he has never given me reason to believe he will not continue to always have my best interest in mind. Through the years he has proven to be knowledgeable, genuine, and sincere always intent on sharing information pertinent to my investments. He has become not only a trusted wealth advisor, but also a friend."

Matt S.

"We've had the pleasure of benefiting from Samer's financial knowledge and expertise for over a decade. We really appreciate his personalized and customized approach. Samer is alongside us helping us make the right investments and adjust the current ones based on both our needs along with current/future market trends. I highly recommend Samer to those individuals who are wanting to set themselves and their families up for investment and financial success."

Ada P.

"How lucky I have been to have Samer Hilal and his team on my side. Samer’s infectious personality, and sound advice continuously lets me know that he has my best financial interests in mind, even if it’s tough to hear."

Linda V.

"I have been Samer Hilal’s client for over 20 years. At the time we met, I knew nothing about investment, but was changing jobs and wanted to move my 401K to an IRA. Knowing he advised my mother; I went to him for help. It was one of the best decisions I have ever made. I have now retired after moving two more 401K’s to be managed by Samer. Financially, I can live the life I want as I move into my seventies."
bottom of page