Adams & Associates is a Registered Investment Advisory firm located in Blandon, PA. We are licensed to transact securities business in the states of Pennsylvania, Arizona, California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Nebraska, New Jersey, New York, South Carolina, Virginia, and Wisconsin.

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 objectives of our clients.

Our advisory services include; Investment Planning & Asset Allocation, Protection Planning, Retirement Planning, Estate Planning, Income Tax Strategies, Education Planning, and Financial Planning for Business Owners.