Adam - Retirement & Financial Planning

Top Pro

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Responds in about 12 min

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 317 times

3 similar jobs done near you

Background checked

30 employees

10 years in business

Payment methods

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

Unfortunately, you can't redeem Thumbtack discounts or pay this pro with referral credits.

Top Pro status

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

2020

2021

2022

Featured Projects

11 photos

Reviews

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

Exceptional 5.0

190 reviews

5

99%

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1%

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Read reviews that mention:

Mary P.

3 weeks ago

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Hired on Thumbtack

Adam took the time and patience to understand all of the retirement goals I shared with him so I could determine if I was on the right path. He was the sounding board I needed to ensure that my future financial goals were indeed attainable. Adam provided great insight and compartmentalized my retirement/investment steps which gave me better clarity to move forward. If you're seriously looking for a professional who is very passionate about the successful achievement of his client's financial stability, contact Adam...he's got you covered!

Personal Financial Planning

Andrea C.

2 weeks ago

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Hired on Thumbtack

My husband and I spoke to Adam on a phone conference. This was the first of many conversations we will have with him. He was very knowledgeable and offered many suggestions on how to plan for our future. We aren’t retirement age just yet but as the years pass it’s something we need to start planning. I’m confident Adam will help secure the future we have been dreaming of.

Personal Financial Planning

Amy H.

Oct 25, 2023

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Hired on Thumbtack

I just started working with Adam but after one phone call I’m already sure he is the person we will trust with our financial planning. He listens and explains things very well in layman’s term. Very knowledgeable and kind.

Personal Financial Planning

Warwick M.

Oct 9, 2023

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Hired on Thumbtack

Loved our first call with Adam. He brought incredible knowledge, expertise and value just on our first call. We are planning to move forward with having his firm handle our financial planning needs.

Personal Financial Planning

Rasha M.

Oct 9, 2023

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Hired on Thumbtack

Adam is a fantastic , with only one session he really elevated our financial understanding and set up the basics for us on how to invest, where to focus and how to grow in order to achieve our financial targets. He created a personalized plan for us that was extensive but also easy to follow. Looking forward to continue working with Adam and I highly recommend him.

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 your situation, goals, and build trust. 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?
Our team has all required Licenses, Certifications & Continued Educations

Adam - Retirement & Financial Planning

FAQs

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