We’re Working Remotely

Due to COVID-19, our physical offices are temporarily closed and our Boca Raton team is working remotely. We are still able to provide you with timely advice and account support.

If you would like to speak with an advisor please reach out to us via phone or email.

For more information navigating these recent events, please also visit our resource page.

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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3 Responses to We’re Working Remotely

  1. Janet Malley Richard April 8, 2020 at 2:24 pm #

    Dear Mari,
    I think of you and the staff often and can’t imagine the strain you must all be under. I know you are all doing your best. Be careful of your well being. You can’t help your clients if you aren’t careful of yourselves. Not just the virus, but the emotional toll the whole thing is taking.
    I wish you all a peaceful Passover/Easter observance. We all need that.
    Fondest regards,
    Janet Malley Richard

    • Janet Malley Richard April 8, 2020 at 2:25 pm #

      Dear Mari,
      I think of you and the staff often and can’t imagine the strain you must all be under. I know you are all doing your best. Be careful of your well being. You can’t help your clients if you aren’t careful of yourselves. Not just the virus, but the emotional toll the whole thing is taking.
      I wish you all a peaceful Passover/Easter observance. We all need that.
      Fondest regards,
      Janet Malley Richard

      • Mari Adam April 12, 2020 at 4:53 pm #

        We are all doing fine, but your advice is right on target! Hope you are OK….stay in and safe. Good time to clean closets, foster a puppy, or catch up on other projects! Happy Easter. Dark chocolate is good for your mood, I hear.

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