Adam Schacter CFP

With Adam's expertise, we pay less in taxes, have an understanding of our financial plan, and we're on track to meet our financial goals.

I highly recommend his services for anyone seeking sound financial advice and planning.

Over the last two years we were able to accomplish significant personal goals, ones we never knew we could achieve in such a short space of time, all thanks to Adam and his team for showing us the way forward.

With Adam, we have a better understanding of our wealth and tax situation and feel much more confident in reaching our financial goals.

With Adam's expertise, we pay less in taxes, have an understanding of our financial plan, and we're on track to meet our financial goals Positive Responsiveness, Professionalism

Adam puts every effort into ensuring clients pay less in taxes, have an understanding of their financial plan, and are on track to meet their financial goals.

I wouldn't hesitate for a moment to recommend Adam as a financial planner, especially to someone like myself who doesn't have a lot of experience or a background in financial matters.

Adam is an excellent financial planner, often taking extra time to explain the complexities of markets and finances in a way that even I can understand.

I didn’t know much about the stock markets or what to do with my money and he really helped break it down and explained it to me so I can understand better.

I highly recommend Adam if you are considering a financial and investment advisor that is upfront and honest, and offers realistic counsel on your finances.