"The foundation of all relationships with my clients is trust. I take great care in ensuring the financial solutions and proposed plans meet their unique needs and put their interests first.”

 

As a Financial Advisor, Adam takes the time to get to know each of his clients in order to fully understand their unique financial situations and needs. The combination of his expertise, experience and personal approach ensures that his clients are provided with a comprehensive plan to help them reach their goals.

His goal is to build and develop long-lasting relationships with his clients in order to ensure that their needs are met and goals identified over the long-term. He works with his clients to help them discover solutions that will set them up for financial success, not only as individuals but for future generations. No detail is too small and no goal is too insignificant for his dedicated attention.

Adam is currently working towards his Certified Financial Planner® designation, the gold standard of financial planning designations.

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Adam Franklin
Financial Advisor
Mutual Funds Investment Specialist

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