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

Adam - National Association Of Retirement Services

Top Pro

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

Zip code
Annual income

Responds in about 54 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 60 times

Serves Orange, CA

Background checked

License verified

30 employees

8 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.

All year

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

10 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

48 reviews

5
100%
4
0%
3
0%
2
0%
1
0%

Read reviews that mention:


Sheila W.

Personal Financial Planning

Adam is a wonderful person caring for us as clients and friends. He was a wealth full of knowledge and helped us plan our retirement.
Jun 3, 2021
·
Verified
Brendan S.

Personal Financial Planning

Talking about finances is never easy. During our consultation call Adam had a professional tone and treated me with a mutual respect. He proved his expertise in a variety of financial investments and provided a sense of financial security for myself and fiancé.
May 13, 2021
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Verified
Daena S.

Personal Financial Planning

Adam is an excellent financial and retirement advisor. During our consultation Adam provided honest, experienced feedback and guidance. He was able to fill in the gaps of my knowledge about my situation and really acted as a coach to help me make the best decision possible! He provided concise, easy to understand advice, with empathy and clarity. I would recommend his services to anyone trying to understand or make financial planning decisions.
May 7, 2021
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Verified
Jeff p.

Personal Financial Planning

Adam is friendly, knowledgeable and caring about or financial future. Plus the value that we received from his knowledge far outweighs the cost of his services. When you find someone you can trust, you know it, and Adam is one of those guys. Highly recommended!
May 4, 2021
·
Verified
Amber K.

Personal Financial Planning

I talked to several financial planners before speaking with Adam and he was the only that touched upon the human aspect of managing money. I really connected with him. He gave me great advice at a superb value while creating a plan that targets both short term and long term goals! I am horrible with money and for the first time I now feel less afraid of making my money work for me thanks to his approach and understanding of my situation!!
Feb 21, 2021
·
Verified
Credentials
License

License Type: Insurance License (CA)

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 California State Licenses, Certifications & Continued Educations

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