The Duell Financial Strategies Story

In his time at one of the big-box financial firms, Sam Duell noticed that 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗲𝗿𝗲 𝗯𝗲𝗶𝗻𝗴 𝗮𝗱𝘃𝗶𝘀𝗲𝗱 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘄𝗮𝘆, whether they were 60 and on the cusp of retirement or 25 and just getting their journey started.

Seeing the clear need for 𝗰𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 based on individual circumstances and stage of life, Sam left that large company to start his own, and thus Duell Financial Strategies was born! 💫

About 10 years into this new chapter, Sam met Andi and assumed they would combine their businesses in her home state of California. But what he didn’t account for is that Andi 𝗳𝗲𝗹𝗹 𝗶𝗻 𝗹𝗼𝘃𝗲 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗠𝗶𝗱𝘄𝗲𝘀𝘁 𝘄𝗮𝘆 𝗼𝗳 𝗹𝗶𝘃𝗶𝗻𝗴!

Another decade later, the two have 𝗽𝗹𝗮𝗻𝘁𝗲𝗱 𝗿𝗼𝗼𝘁𝘀 𝗿𝗶𝗴𝗵𝘁 𝗵𝗲𝗿𝗲 𝗶𝗻 𝗪𝗶𝘀𝗰𝗼𝗻𝘀𝗶𝗻 where clientele live similar lives to their own! 🌾

If you have questions you would like to address with Sam, Andi, or the rest of the team at Duell Financial Strategies directly, schedule a visit here 👇
https://duellstrategies.com/contact/

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⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐
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DISCLOSURE:
Investment advisory services offered though Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.