Adam - National Association Of Retirement Services
Adam - National Association Of Retirement Services

Adam - National Association Of Retirement Services

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code

Responds in about 48 min

Introduction: We focus on protecting, preserving wealth, increasing performance, reduce fees & taxes, and creating a plan to live a sound financial future
Overview

Current Top Pro

Hired 137 times

Serves Orange, CA

Background checked

30 employees

9 years in business

Payment methods

Apple Pay, Check, Credit card, PayPal, Venmo, Zelle

Currently a top pro

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

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All year

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Jan - Jun

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Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

12 photos

Reviews

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

Exceptional 5.0

100 reviews

5
100%
4
0%
3
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Read reviews that mention:


pro avatar
Denise C.
Jan 19, 2022
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Hired on Thumbtack

Hired on Thumbtack

Adam was very punctual with our initial phone conversation. He asked lots of questions and listened to my answers to create a financial plan that is personal to our needs.
Adam - National Association Of Retirement Services's reply
Thank you for the amazing review Denise!
Personal Financial Planning
pro avatar
Candy W.
Jul 30, 2021
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Hired on Thumbtack

Hired on Thumbtack

Adam was very personable. He works hard to develop a plan that is individualized to your personal and financial needs. He is easy to talk to and listens to what your needs are from a retirement advisor.
Adam - National Association Of Retirement Services's reply
Thank you so much Candy! I appreciate you
Personal Financial Planning
pro avatar
OregonMedical C.
Apr 30, 2022
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Hired on Thumbtack

Hired on Thumbtack

Adam is very thoughtful & eager to help. He goes out of his way to help people. Even though we haven't signed up, after talking to other financial planners, we will probably go with Adam because of the great service & value.
Personal Financial Planning
pro avatar
Perry S.
Apr 21, 2022
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Hired on Thumbtack

Hired on Thumbtack

Adam was great at listening to my current financial situation and offering some ideas for how to plan for the future. He was straight forward with his advice and has so much experience in working in many sectors in the financial business. I highly recommend him.
Personal Financial Planning
pro avatar
Georgeann G.
Feb 22, 2022
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Hired on Thumbtack

Hired on Thumbtack

We have been working with Adam for about a month now and he’s been great! We look forward to seeing how our first year ends up and continuing our financial partnership for years to come
Personal Financial Planning
Credentials
Background Check

Adam Elesie

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I am able to market a broad array of financial education, tax advantages, products and services to fit any budget my customer has :)

  • What is your typical process for working with a new customer?

    When meeting with a new client, I like to get to know you and for you to get to know me that way we can trust each other. I also want to understand your financial & life goals for me to fully help you the right way.

  • What education and/or training do you have that relates to your work?

    All required Licenses, Certifications & Continued Educations

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