Adam - Retirement & Financial Fiduciary

Top Pro

contact for price

Zip code

Annual income

Service type

Career stage

Responds in about 41 min

It’s free, with no obligation to book

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 *Medicare Insurance* We will help you find the right Medicare advantage plan for your 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 438 times

Serves New York, NY

Background checked

15 employees

11 years in business

Business hours

This pro hasn't listed their business hours.

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.

2023

2022

2021

2020

Featured Projects

9 photos

Reviews

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

Exceptional 5.0

255 reviews

5

99%

4

1%

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Read reviews that mention:

Danelle W.

4 weeks ago

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Hired on Thumbtack

I had a brief consultation with Adam I regarding my mother’s finances post-retirement. He asked questions, actively listened and provided next steps. I am looking forward to working with Adam, as I navigate new financial responsibilities.

Personal Financial Planning

Jolisa B.

Aug 8, 2024

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Hired on Thumbtack

I contacted Adam needing to make some time sensitive financial choices in the midst of life changes. He was attentive, asked discerning questions, reasoned with me, and ultimately helped me arrive at a decision that works best for me and my family. I’ll definitely reach out to Adam again in the future when needing financial advice!

Personal Financial Planning

Joseph R.

Jul 15, 2024

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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

E. O.

Jul 14, 2024

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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

David h.

Jun 20, 2024

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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

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 Fiduciary

FAQs

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