Adams and Associates

Specialties

Our advisory services include; Investment Planning & Asset Allocation, Protection Planning, Retirement Planning, Estate Planning, Income Tax Strategies, Education Planning, and Financial Planning for Business Owners.

Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/​SIPC

Not a deposit — Not guaranteed by the Bank, FDIC, or other government agency — May lose value

Adams & Associates and Cadaret, Grant & Co. Inc., are separate entities

Meet the Manager

Jeremiah L.

Manager

Jeremiah joined Adams & Associates in July 2011. After serving in the United States Air Force, Jeremiah owned a small business for 8 Years before becoming an Associate. In addition to working with individuals and families, he will use his years of business experience and degree in business management to work with local businesses to help them succeed.

Jeremiah continues to further his education and is working toward the Certified Financial Planner certification. He takes pride in educating youths on achieving their goals by speaking at local schools on entrepreneurship and business.