642 advising

Apr 8th, 2020

Adam knowledge has been such a blessing to my family and I. His guidance has allowed us to live the life we want and plan accordingly for the future. I look forward to continue to work with him on upcoming investments and my only regret is that I didnt have his services earlier. Thank you Adam!
Dec 18th, 2019

642ADVISING has been an excellent resource for my family!- They are wonderful!
Sep 8th, 2019

See Adam at 642 hes a huge asset to company team
Nov 11th, 2018

Adam and the staff of 642 Advising are knowledgeable and honest about setting realistic expectations and goals. Initially, I was uncomfortable and worried about discussing my financial situation. However, after just two meetings 642 Advisiting alleviated a lot of the stress and concerns I had about my financial situation. Adam took the time to understand my goals for the future while evaluating my present situation. He helped me create an attainable, comprehensive plan for my future and discussed adjustments that may need to be made along the way. Although my initial goal was to purchase various insurances as a safety net, Adam made an honest recommendation to only purchase one. After analyzing my current retirement plan, benefits, and insurances, he explained that while I would benefit from some policies others were not necessary. Not only do Adam and his team respond in a timely manner when I call or email with questions or concerns, they also check-in throughout the year to make any changes or adjustments to my plan. Overall, I have had a fantastic experience with 642 Advising and recommend their services. Their professionalism and comprehensive reports have helped me become more informed, secure, and confident about my future.
Nov 15th, 2018