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

Service type

Responds in about 13 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 166 times

Serves Missoula, MT

Background checked

30 employees

10 years in business

Payment methods

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

Top pro status

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

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2020

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2021

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2022

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

113 reviews

5
100%
4
0%
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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
Jim G.
Nov 30, 2022
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Hired on Thumbtack

Hired on Thumbtack

Adam was very personable and knowledgeable. The conversation was very informative and an very pleased with the plan he outlined.
Personal Financial Planning
pro avatar
Jim M.
Nov 2, 2022
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Hired on Thumbtack

Hired on Thumbtack

I reached out to Adam for retirement planning and he replied immediately. We scheduled a convenient introductory call and he quickly got familiar with my retirement situation and provided helpful insight into the important and relevant things that should be considered for a sound retirement plan. He was very down to earth and easy to talk to considering that this important life topic can be complicated and confusing to many people whether in early stages or nearing retirement like myself.
Personal Financial Planning
pro avatar
Oren N.
Oct 22, 2022
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Hired on Thumbtack

Hired on Thumbtack

Adam was able to provide information I can use as a template for long range retirement planning. Peace of mind information. Will continue to get back with him on regular basis to update my plan. Very pleasant to work with.
Personal Financial Planning
pro avatar
William A.
Oct 20, 2022
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Hired on Thumbtack

Hired on Thumbtack

Great to speak with you Adam! My wife and I enjoyed our conversation. Our ten-minute chat opened up our eyes to move forward with our goals. Your approach was non-invasive and direct. You were able to layout our options clearly. That was our intended goal when we shared our questions. Now that we understand what we want, we look forward to speaking with you in a more detailed conversation about our financial future. Thank you for your help and guidance.
Personal Financial Planning
Credentials
Background Check

Adam Elesie

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