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Adam CFF®- Retirement Financial Fiduciary
Adam CFF®- Retirement Financial Fiduciary

Adam CFF®- Retirement Financial Fiduciary

Top Pro

Contact for price
Service type

Responds in about 19 min

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If you hire this pro, you’re covered by a money-back guarantee. Learn more

Introduction
We focus on education, protection, wealth management, income planning, increasing performance, ongoing support, and reducing fees/taxes. Building a plan to live a sound financial future. Our Professional Services: *Retirement Income Planning* Providing income solutions to maintain lifestyle, longevity, and minimize taxes. *Certified Financial Fiduciary Services* Work with a Certified Financial Fiduciary. *Active Wealth Management Services* A team dedicated to strategic portfolio asset management for all growth & protection purposes. *Medicare Insurance* We will help you find the right Medicare Advantage plan for your needs. *Life Insurance & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected. *Social Security Optimization*  Collect your social security at the right time to maximize payments. *Financial Risk Assessment*  Determine if your risk tolerance is balanced correctly and in line with your goals. *Estate Planning* Inheritance & estate planning education. (Living Trusts & Wills creation by attorney referrals) *Strategic Tax Planning* Strategic tax planning to minimize tax exposure.
Overview

Current Top Pro

Hired 490 times

3 similar jobs done near you

Background checked

15 employees

12 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Check, PayPal, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2024

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2023

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2022

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2021

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2020

Projects and media

10 photos

Projects and media

10 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

291 reviews

5
98%
4
2%
3
0%
2
0%
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Read reviews that mention:

pro avatar
Jeff w.
3 weeks ago
·

Hired on Thumbtack

Hired on Thumbtack

I could not recommend Adam more highly. I only wish that I had engaged this company and Adam's services many years ago. His advice and knowledge of so many complex areas have been explained in laypersons terms and I look forward to many years of having him look after my financial affairs. He has advised me he on my financial needs and helped with decisions on my investments. Planning for short and long term goals, such as budgeting expenses and saving for retirement through investments. He showed empathy to me, knowing that I was experiencing tough times. I believe Adam understood my financial planning needs, ensuring that he can provide investment advice that will truly benefit me. He is a good listener. Thank you so much for your support and guidance! I really appreciate the encouragement you've provided me and the fact that you always see the best in me. I am so grateful that you are my advisor because not only are you my mentor, but I also view you as a friend.
Personal Financial Planning
pro avatar
Margaret D.
6 days ago
·

Hired on Thumbtack

Hired on Thumbtack

I have only just begun working with Adam with 2 meetings. So far, he has already covered off his fee by finding me opportunities! Looking forward to having a solid retirement plan.
Personal Financial Planning
pro avatar
Debbie F.
Mar 22, 2025
·

Hired on Thumbtack

Hired on Thumbtack

I highly recommend Adam. I gave him 5 stars and would easily have given him a 10 star rating if available! When I met with Adam, I wasn't sure what to expect. However, it was very clear from the beginning of our conversation, that Adam was not your 'average' financial advisor. Besides having a wealth of knowledge; he is a great listner, with an uncanny ability to read between the lines. In just a short amount of time together, he really understood our financial situation. He was then able to recommend the most effective ways to address it. I walked away from our meeting with several practical suggestions that could be implemented immediately, and an overall strategy to accomplish our objectives. His counsel was a breath of fresh air. I left our meeting feeling peaceful and confident with what we had discussed, and ready to take action on our pan. Thank you Adam for your wise counsel, and great ideas. I am highly encouraged by our conversation and excited to implement your strategies. I can't wait to put into action our plan and see what happens next! Deborah F. R.
Personal Financial Planning
pro avatar
Michelle P.
Feb 7, 2025
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Hired on Thumbtack

Hired on Thumbtack

As someone new to investing, Adam has been instrumental in helping me define my financial goals and create a personalized plan. He's consistently professional and patient, readily addressing all my questions.
Personal Financial Planning
pro avatar
Bruce h.
Feb 4, 2025
·

Hired on Thumbtack

Hired on Thumbtack

To begin with, I asked about a problem I had with the IRS and he solved my problem. He was personable, answered all my questions and I just felt I could trust him with my financial needs. I have been looking for an accountant I can establish a relationship with and I think I found it.
Personal Financial Planning
Credentials
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Adam Elesie

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