Built on Three Generations of Family Service

Three generations dedicated to helping families protect their future and move forward with confidence.

Our Story

A legacy of helping families protect what they’ve built and plan for what’s ahead.

Sam Balzanna - Founder and Managing Director

Shalom Insurance Advisors is built on more than experience—it’s built on legacy. With roots spanning three generations in the financial services industry, our approach is shaped by decades of real-world guidance, trusted relationships, and proven results.

From one generation to the next, the mission has remained the same: put people first, protect what matters most, and provide honest direction in a space that often feels overwhelming.

Today, that foundation continues through Sam and the team at Shalom Advisors. By combining traditional values with modern strategies, we help individuals and families create clarity, generate reliable income, and move into retirement with confidence.

What started as a focused effort to help individuals better understand their options has grown into something much larger. Through our partnership with one of the most established platforms in the country, we’re able to deliver personal guidance backed by the strength and resources of an institutional-level network.

But for us, success isn’t measured by numbers. It’s measured by the confidence our clients gain, the peace of mind they experience, and the protection they have in place for the future they’ve worked so hard to build.

At the core of everything we do is a commitment to faith, integrity, and responsibility—guiding every conversation, every recommendation, and every decision we help our clients make.

Sam Balzanna - Founder and Managing Director

build a secure financial future

Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.

Shalom Advisors

We help individuals and families create reliable retirement income, protect what they’ve built, and move into the future with confidence. Our approach is simple, transparent, and always focused on your best interest.

Contact Details

  • +1 323-417-6019

  • Oklahoma - USA Nationwide

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