Business claimed
Last updated: Over a year ago
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Listed in:
Investment Services
,
Financial Planning
About Adam Scott and Associates
Adam Scott & Associates goal is to help you to steer your course toward a lifetime of financial security. Helping those close to or at retirement age to avoid common financial mistakes like inefficien Go to full description...
Contact information
Phone numbers
Fax numbers
561-952-4036
Business hours
M-F 9am-5pm, Sa-Su Closed
Business website
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Additional business details
Email address:
ADAM@ADAMSCOTTINC.COM
Adam Scott & Associates goal is to help you to steer your course toward a lifetime of financial security. Helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning, and maximizing social security payout.
We know that managing social security, long-term care insurance, estate planning, investment advisors, accountants and bankers takes a lot of work and we want to partner with you so that you do not have to go it alone.
Call us today at 561-226-4657 so you can get the best assistance in making your strategic financial decisions so that you and your heirs meet your goals.
Services:
Financial Consulting, Investment Advising, Financial Planning, Retirement Planning, Stocks, Bonds, Mutual Funds, Traditional IRA, Universal & Whole Life Insurance, 401(k) Planning, Brokerage Accounts, Roth IRA, Key Person Insurance and Benefits