Adam - National Association Of Retirement Services

5.0 (69)
From Orange, CA
SinceJune, 2022

who puts your interests first

At our firm, we are dedicated to safeguarding and conserving your wealth, enhancing performance, minimizing costs and taxes, and devising a roadmap for a prosperous financial future. Our range of professional services encompasses Retirement Income Planning, which offers customization of income solutions, Active Wealth Management, providing strategic management of portfolios for growth & protection, Life & Long-Term Care Insurance for protecting you and your loved ones against unforeseen events, Strategic Tax Planning that helps minimize tax exposure, Social Security Optimization allowing you to receive optimum social security payouts, Financial Risk Assessment to ensure your risk aligns with your objectives, and Fiduciary Adviser Services working in your best interests with a registered fiduciary advisor.
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Service as described 5.0
Communication 5.0
Punctuality 5.0
Working with Adam is an absolute delight! He assisted us in developing a retirement plan that we have complete confidence in! We strongly suggest collaborating with Adam.
April 21, 2023
In just half an hour, Adam reached out to me with impressive expertise and assistance!!! I strongly suggest seeking his services. My intention is to maintain a lasting client-provider relationship.
April 2, 2023
Today, I had my initial conversation with Adam and I was impressed by his punctuality, proficiency, sagacity, and zeal for his work. Adam's aspiration is to support individuals in accomplishing their financial objectives in a tailored way that fits their requirements. I am thrilled to be cooperating with Adam to break the pattern of just surviving. My goal is to attain financial independence, enabling me to pursue my passions with my time and truly live my life.
March 20, 2023
After experiencing a sudden and unexpected financial change, my spouse and I feel fortunate to have enlisted Adam's expertise to guide us on the way forward. He thoroughly analyzed our situation and crafted a feasible plan that instilled confidence in us. Adam's professionalism shone through his attentive and insightful handling of our inquiries and needs. We are grateful for his assistance.
February 24, 2023
Adam exhibited great professionalism. At this place, you are not treated as a mere number; they devote time to assessing and devising a tailored strategy to fulfill your unique requirements.
February 23, 2023