Leo Samuels Email & Phone Number | At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family and financial life. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address your unique needs. As your trusted partner and independent advocate, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our focus is you. We design a customized solution to address your priorities and challenges. Working with your advisors, we fill the gaps and provide financial checks and balances and a broad network of resources. The result: better information, so you can make informed decisions for your family or business. Trove is a family office built for today, so you can feel confident about tomorrow. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. Visit trove.net for more information.

Leo Samuels

At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family...
New York, New York, United States

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Leo Samuels’s Location New York, New York, United States

Leo Samuels’s Current Industry Trove Family Office

Leo Samuels’s Prior Industry Cbiz Marks Paneth | Citrin Cooperman | Clarfeld Financial Advisors

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Tax Manager

2023-01-01 00:00:00 - Present

Supervisor

2019-08-01 00:00:00 - 2023-01-01 00:00:00

Manager

2017-07-01 00:00:00 - 2019-06-01 00:00:00

Tax Accountant

2009-12-01 00:00:00 - 2013-11-01 00:00:00

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Leo Samuels is a At Trove, we simplify the complex by being a smart, dedicated, and powerful partner for your family and financial life. We’re nimble, adaptable, and savvy – using data, technology, and transparency to uncover new ways to address your unique needs. As your trusted partner and independent advocate, we are dedicated to addressing the complexities of your financial life. We don’t provide investment advice or sell product, so our focus is you. We design a customized solution to address your priorities and challenges. Working with your advisors, we fill the gaps and provide financial checks and balances and a broad network of resources. The result: better information, so you can make informed decisions for your family or business. Trove is a family office built for today, so you can feel confident about tomorrow. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. Visit trove.net for more information.