ADAMS FINANCIAL
Adams Financial has become one of central North Carolina's most client focused financial services and investment management firms. Our top priority is to assist our clients in reaching their financial goals by providing quality financial services and creative, intelligent solutions for their needs. We believe that your needs as an investor should always come first. Our local team of financial advisors and strategic consultants total more than 100 years of experience and include the CFP®, CRPC, and MBA credentials, among others. Each financial advisor is supported by the total resources of the firm. We strive for excellent communication with our clients and, when possible, we partner with them by investing our capital in the same way we invest theirs.
Country/Area ：United States
Company Email ：antonio.santillan@adamsfinancial.com
Industry ：AccountingFinanceFinance General
Company address ：Raleigh
Company website ：*****
Company phone ：(919) 424-4650
Established ：2014-01-01
Company Revenue ：$2,272,000
Number of employees ：1-10
SIC Code ：62628
NAICS Code ：52523
Web Summary
Q1: What is the address of Adams Financial?
A1: Unfortunately, the provided text does not explicitly mention the physical address of Adams Financial. However, it does provide contact information for phone and email.
Q2: What products or services does Adams Financial offer?
A2: Adams Financial offers a range of financial planning and wealth management services, including financial planning, wealth management, retirement/life events, investment advisory services, portfolio management, risk targeting, tactical adjustments, manager selection, career transition, unemployment benefits, health insurance, transition budgeting, mortgage decisions, estate planning, and life insurance.
Q3: What industry does Adams Financial operate in?
A3: Adams Financial operates in the financial services industry, specifically in wealth management and financial planning.
Q4: What is The Legacy Project at Adams Financial?
A4: The Legacy Project is a comprehensive resource provided by Adams Financial to help individuals create an effective legacy plan for their family. It offers a wealth of knowledge on estate planning, retirement planning, and other complex matters associated with the legacy planning process.
Q5: How can investors contact Adams Financial?
A5: Investors can contact Adams Financial through phone or email. The company's official website provides contact information for its advisors and representatives.
Q6: What is the relationship between Adams Financial and Cetera Advisor Networks LLC?
A6: Adams Financial partners with Cetera Advisor Networks LLC to offer securities and investment advisory services to its clients. Many of Adams Financial's associates are registered to offer securities through Cetera Advisor Networks LLC and are also Advisory Representatives of Cetera Advisor Networks LLC, a Registered Investment Advisor.
Q7: What is the significance of standard deviation targets in portfolio management at Adams Financial?
A7: Standard deviation targets are used by Adams Financial to establish baseline asset allocations tailored to different risk profiles. The company assesses asset valuations and macroeconomic factors to adjust exposure based on current price opportunities in the market, with the goal of maximizing historical return per unit of risk.
Q8: What is the disclaimer regarding past performance at Adams Financial?
A8: The disclaimer states that past performance is no guarantee of future results. Investments in securities are not FDIC insured and may lose value. Investors should consult a current prospectus prior to investing in mutual fund shares, as all information contained herein is gathered from sources deemed reliable but may not be comprehensive or up-to-date.
A1: Unfortunately, the provided text does not explicitly mention the physical address of Adams Financial. However, it does provide contact information for phone and email.
Q2: What products or services does Adams Financial offer?
A2: Adams Financial offers a range of financial planning and wealth management services, including financial planning, wealth management, retirement/life events, investment advisory services, portfolio management, risk targeting, tactical adjustments, manager selection, career transition, unemployment benefits, health insurance, transition budgeting, mortgage decisions, estate planning, and life insurance.
Q3: What industry does Adams Financial operate in?
A3: Adams Financial operates in the financial services industry, specifically in wealth management and financial planning.
Q4: What is The Legacy Project at Adams Financial?
A4: The Legacy Project is a comprehensive resource provided by Adams Financial to help individuals create an effective legacy plan for their family. It offers a wealth of knowledge on estate planning, retirement planning, and other complex matters associated with the legacy planning process.
Q5: How can investors contact Adams Financial?
A5: Investors can contact Adams Financial through phone or email. The company's official website provides contact information for its advisors and representatives.
Q6: What is the relationship between Adams Financial and Cetera Advisor Networks LLC?
A6: Adams Financial partners with Cetera Advisor Networks LLC to offer securities and investment advisory services to its clients. Many of Adams Financial's associates are registered to offer securities through Cetera Advisor Networks LLC and are also Advisory Representatives of Cetera Advisor Networks LLC, a Registered Investment Advisor.
Q7: What is the significance of standard deviation targets in portfolio management at Adams Financial?
A7: Standard deviation targets are used by Adams Financial to establish baseline asset allocations tailored to different risk profiles. The company assesses asset valuations and macroeconomic factors to adjust exposure based on current price opportunities in the market, with the goal of maximizing historical return per unit of risk.
Q8: What is the disclaimer regarding past performance at Adams Financial?
A8: The disclaimer states that past performance is no guarantee of future results. Investments in securities are not FDIC insured and may lose value. Investors should consult a current prospectus prior to investing in mutual fund shares, as all information contained herein is gathered from sources deemed reliable but may not be comprehensive or up-to-date.
Customs Data
As a purchaser
As a Supplier
Get the Whole details
Contact
Total found ??? Contacts
All
Boss
Management
Procurement
Other
Get the Whole details
