Adams & Associates 8484 Allentown Pike Category: Financial Planning Consultants
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Company representatives
Phone: 610-916-6393
James Adams, Owner
About Adams & Associates
Our mission is to help our clients achieve their financial objectives through a long-term relationship with a trusted and knowledgeable advisor.
Adams & Associates provides financial planning services and investment and insurance products to individuals, businesses, and organizations. In addition, Adams & Associates maintains a relationship with Fleetwood Bank, enabling the bank to offer these services to their customers. Adams & Associates is also one of the select firms that provide investment products for the Berks County Community Foundation.
Products and Services
- Investment Planning and Asset Allocation
- Protection Planning
- Retirement Planning
Opening Hours
- SundayCLOSED
- Monday9:00 AM to 5:00 PM
- Tuesday9:00 AM to 7:00 PM
- Wednesday9:00 AM to 5:00 PM
- Thursday9:00 AM to 5:00 PM
- Friday9:00 AM to 4:00 PM
- SaturdayCLOSED
Business categories
- Financial Advisory Services
- Insurance
Location Type
Headquarters
Employees
5 to 9
Years In Business
22
Rating
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