"To help our clients achieve their financial objectives through a long term relationship with a trusted and knowledgeable advisor"

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services:

Our broker dealer, Cadaret, Grant & Co., Inc., has no proprietary products and maintains a reputation for quality service and integrity. Because Adams & Associates has no allegiance to any particular investment product, we are free to focus on the objective of our clients.

401k and Uni-K Plans

Are you a business owner, of any size, looking to save for retirement and show you value your employees? Are you a service administrator on an existing plan and want guidance on your fiduciary responibilities? You need more than a 401k Rep, you need a financial advisor with the tools to help you and your employees succeed.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.
Not a deposit - Not guaranteed by the Bank, FDIC, or other government agency - May lose value
I am registered to transact securities in the following states: DE, FL, NY, OH, PA
Adams & Associates and Cadaret, Grant & Co. Inc., are separate entities.