Services

Investment Planning & Asset Allocation, Protection Planning, Retirement Planning, Estate Planning, Income Tax Strategies, Education Planning, and Financial Planning for Business Owners

Investments:
Managed Investment Accounts
Brokerage Accounts
Individual Stocks & Bonds
Mutual Funds
Unit Investment Trusts
Real Estate Investment Trusts

Insurance:
Life Insurance, term and variable
Disability Income Insurance
Long-Term Care Insurance
Fixed Annuities
Variable Annuities

IRA – Roth IRA – 403(b) – 457 Plans – 401(k) – Pension Distributions – Retirement Plan Rollovers – SIMPLE Plans – SEP Plans – 529 Plans – UTMA Accounts – Coverdell Plans and more…

For information or to schedule a consultation call us at 610.916.6393.

ADAMS & ASSOCIATES is a Registered Investment Advisory firm offering securities and insurance products in the States of Pennsylvania, Maryland, Delaware, New Jersey, New York, Florida, South Carolina, Massachusetts, Michigan, Nebraska, and California.

James L. Adams, CFPTM, ChFC, CLU
Registered Principal

Angelo LaVentura
Financial Advisor

Gary L. Dietrich, CCPS
Certified College Planning Specialist
Financial Advisor

Cory P. McCarroll
Financial Advisor

Karen L. Byerly
Insurance Consultant