Client Testimonials
"We have been clients for over thirty years and appreciate the individual attention and thoughtful financial guidance that are the hallmarks of Madison Wealth Planners."
- Dr. Vincent & Donalynn P.
"Our family has been working with Richard Samara for well over a decade. Our family, at that time, was comprised of two working parents and two school aged children. While I felt confident in personally building our financial plan , I knew expert assistance was needed at that important stage of life. Richard invested a substantial amount of time meeting and interviewing us and gaining a true understanding of who we are and our personal and financial objectives. Our working relationship is engaging, interactive and productive. Our plan evolved over the years and met each milestone we targeted. Our children completed college and have started their own lives; I've retired and maintain an active lifestyle and my wife is preparing for her own transition to retirement in the near future. Our partnership has been invaluable and clearly a key contributor to our family's financial foundation and outlook."
- Sterling & Karen N.
(Vice President IT, Executive Assistant)
"I feel fortunate to have worked with Rich Samara (and his team) for over fifteen years. His knowledge and expertise are of the highest order — in financial planning, insurance and annuities, retirement planning and transition, and investments. His experience encompasses markets and products in equal measure and his advice, judgment and personal attention inspire confidence and have been invaluable. He cares about his clients and is the model of a fiduciary adviser. Thank you Rich!"
- John B.
(Retired Senior Legal Counsel - Fortune 500 Company)
"For more than twenty years, my husband and I have had a very warm and prosperous relationship with Rich Samara and Madison Wealth Planners. This company has been built on well earned trust and personal service. While in person portfolio reviews have been provided on a regular basis, we know if concerns arise all we need to do is pick up the phone. Rich takes his time to explain every aspect of how our investments have been reacting to market changes so that we can make enlightened decisions. In addition, a weekly newsletter, Market Week, is sent out via email in order to keep clients informed. We highly recommend MWP for your consideration when choosing a financial advisor."
- George & Pat A.
(Teachers)
"My wife and I have been affiliated with Richard Samara and Madison Wealth planners for a little over seventeen years. Throughout this time we have grown a very strong bond. Rich, Shannon, and Staff are efficient, courteous, and professional. They listen to our concerns and show a deep understanding for our financial health. Through Rich’s guidance we have done very well. In closing I can add Richard Samara has more integrity than anyone we have ever met. Respectfully and sincerely submitted."
- George and Christine L.
(Postal Services, Teacher)
“Listening to Rich speak about the stock market, is truly fascinating!
His in- depth knowledge about what’s going on in the financial world is informative and helpful.
Anytime I call, he and the team are always there to answer my questions and give me an unrushed explanation of what’s going on in the global economy.
He speaks to me as though I’m a family member whose life and future he truly cares about.
His guidance has helped me feel confident about my financial future.
Who wouldn’t welcome this?!
Rich knows how to manage money and is the best at what he does!”
- Alex K.
(Retired NYPD and U.S. Marine Corps)
“Rich and his team have been our family’s financial guiding light for many years. We can trust in his well-researched and thoughtful advice to see us comfortably through our retirement years."
- Lee P. & Barry M. (Director of IT, Drug Safety Consultant)
"I've had the pleasure of working with Rich Samara for over 35 years. He is a consummate professional, financial advisor who has handled my investment/retirement portfolio masterfully - I have never had to worry about my finances! Rich has the utmost integrity and investment knowledge; he shares investment strategy and ideas in a timely manner. He is truly a trusted advisor who I’m proud to consider a personal friend."
- Gloria O.
(VP of Finance)
"Working with Rich, Shannon, Bobby, Nicky, and Alex is real-time. They are attentive, responsive, and immediately available to respond to any questions or needs I may have. I am confident they have our best interest at heart and go beyond being a trusted advisor....They are a part of our family!"
- Denise Q.
(VP Account Management/Consulting)
“As a result of investing with Madison Wealth Planners, I have confidence and assurance of expertise. Each member of the team has a keen sense of priority and treats you as a valued client with the utmost respect. Any time I contact the company my requests are handled in a timely manner, and I never feel rushed. Richard Samara and his team exhibit mastery in communication, taking time to explain processes with precision in details. I can attest to the fact that the team combs over accounts with a fine-tooth comb.
Equally impressive and reassuring is the preparation and dissemination of communication concerning market updates and analysis. The communication is sent out in multiple modes and captures the market’s activities in layman’s terms. I find it to be educational, precise, and intricate in its summation.
Madison Wealth Planners is the epitome of an investment firm because they invest more than capital - they invest their time in helping keep you informed and demonstrating beyond any doubt the reason they are trustworthy and successful.”
- Dawn M.
(NY Educator)
"Working with Richard and his team has been an absolute pleasure. My wife Linda and I have the upmost trust and confidence. We are so glad to have you as our trusted financial advisor. Thank you for being so amazing with managing our retirement funds. We appreciate all that you've have done for us and continue to do so. You're the 'BEST'!"
- John B. (VP Business Development)
This statement is a testimonial by a client of the financial professional as of 9/19/2025-10/03/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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