Adam - Retirement & Financial Fiduciary
Adam - Retirement & Financial Fiduciary

Adam - Retirement & Financial Fiduciary

Top Pro

contact for price

Service type

Responds in about 35 min

Review Summary

Exceptional 5.0

(245 reviews)

This pro is praised for their professionalism, knowledge, and personability during financial planning consultations. Customers value the pro's transparency, honesty, and genuine interest in their best interests. They also note the pro's patience, availability, and expertise in retirement planning and investment strategies. Overall, customers highly recommend this pro for anyone seeking financial advice and planning services.

AI-generated summary of customer reviews


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Introduction
We focus on protecting, preserving wealth, increasing performance, reduce fees & taxes, and creating a plan to live a sound financial future. Our Professional Services: *Retirement Income Planning* Providing solutions for your income needs *Active Wealth Management* Strategic portfolio management for all growth & protection needs *Life & Long-Term Care Insurance* Plan to protect you and your loves ones from the unexpected *Strategic Tax Planning* Strategic tax planning to minimize tax exposure  *Social Security Optimization*  Collect your social security at the right time to maximize payments *Financial Risk Assessment*  Determine if your risk is in line with your goals *Fiduciary Adviser Services* Work with a registered fiduciary advisor
Overview

Current Top Pro

Hired 411 times

3 similar jobs done near you

Background checked

15 employees

11 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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2023

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2022

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2021

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2020

Featured Projects

9 photos

Reviews
Exceptional 5.0

245 reviews

5
98%
4
1%
3
0%
2
0%
1
1%

Read reviews that mention:


pro avatar
Joseph R.
4 days ago
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Hired on Thumbtack

Hired on Thumbtack

I had the absolute pleasure of working with Adam Elesie as my financial advisor during a particularly challenging financial period, and I cannot recommend his services highly enough. From our very first meeting, Adam exhibited a remarkable level of expertise, professionalism, and genuine care for my financial well-being. His guidance was nothing short of exceptional. Adam took the time to thoroughly understand my unique situation and crafted a personalized strategy that not only addressed my immediate concerns but also set me on a path towards long-term financial stability. His advice was clear, actionable, and tailored specifically to my needs, making the entire process feel manageable and less overwhelming. What truly sets Adam apart is his unwavering commitment to his clients. He was always available to answer my questions, provide reassurance, and offer insightful advice, no matter how complex or simple the issue. His ability to explain complex financial concepts in a way that was easy to understand gave me the confidence and knowledge I needed to make informed decisions. Thanks to Adam's exceptional guidance, I have successfully navigated through my financial challenges and am now on a much stronger financial footing. His support has been invaluable, and I am incredibly grateful for his dedication and expertise. If you are looking for a financial advisor who truly cares about your financial success and well-being, look no further than Adam Elesie. He is truly outstanding!
Personal Financial Planning
pro avatar
David h.
1 month ago
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Hired on Thumbtack

Hired on Thumbtack

My initial discussion with Adam was very positive. I’ve been procrastinating speaking with a financial advisor for years and was pleased with the outcome. Adam is easy to speak with and very knowledgeable. He explained the process so well that I didn’t have any immediate questions. I look forward to working with him and ClearPath through retirement. -David
Personal Financial Planning
pro avatar
Mark M.
1 month ago
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Hired on Thumbtack

Hired on Thumbtack

Adam and Matthew are excellent financial advisors. Both are responsive, professional, and fair. Adam and Matthew care about your comfort level and as one getting ready to retire recommend products that are safe. Good guys over all.
Personal Financial Planning
pro avatar
E. O.
6 days ago
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Hired on Thumbtack

Hired on Thumbtack

Adam was generous with his time and advice and was very willing to meet me where I was at in terms of financial planning needs and timelines.
Personal Financial Planning
pro avatar
Richard K.
Jun 14, 2024
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Hired on Thumbtack

Hired on Thumbtack

I had been looking for a financial retirement advisor to see where I was at and how I was doing as well as what could be done plan better. I spoke with numerous advisors and all they wanted to do was sell me their products even though I said that’s not what I need. Then I spoke with Adam and explained what I needed and we set up a time to go over my data. He was exactly what I needed. He was professional, insightful, detailed, and very knowledgeable. The thing that sets him apart from bc others is he goes above and beyond. He responds to emails, sets up calls when you have questions and gives an honest opinion. Adam now has me as a client and I have him as an honest forthright advisor.
Personal Financial Planning
Credentials
Background Check

Adam Elesie

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