Solomon Investments & Financial Planning
44yrs
Top advisor by experience in Cumming
19yrs
Samuel Zaretsky
Financial advisor at Strategic Advisers
Samuel Zaretsky is a fiduciary financial advisor in Cumming, Georgia, with 19 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and five years at Harrisdirect, Samuel joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Samuel holds the CFP® designation.
One of 165 advisors with offices in Cumming, and one of 151 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 17% by experience at Strategic Advisers
OfficeCumming, GA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2016 – Jul 2018Strategic Advisers LLCPreviously
- 2011 – 2016Harrisdirect LLCPreviously
- May 2009 – Apr 2011MML Investors Services, LLCPreviously
- Jan 2008 – May 2009Ameriprise Financial Services, LLCPreviously
Contact Samuel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Samuel. Cumming, GAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samuel
How do I contact Samuel?
Call Strategic Advisers at (617) 563-7000 and ask for Samuel Zaretsky. Samuel works from the Cumming, GA office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2007, about 19 years. Top 17% by experience at Strategic Advisers.
What licenses does Samuel hold?
Series 66. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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