Thank You For Sharing The Holiday Spirit!

Thanks to our clients and friends, we are able to donate a treeful of toys to deserving children in Boca Raton and make their holidays just a little bit brighter!

A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers.

Your generosity and thoughtfulness will make the holidays a little brighter for many local children!

We would also like to thank all our clients for entrusting us with your financial future. We are grateful for the support and confidence you have shown in us over the past year, and want you to know we work hard to earn your trust each and every day.

We wish all our clients, colleagues, and friends a wonderful holiday season and the happiest of New Year’s! May 2019 bring you peace, joy, health and prosperity.


Mari, Brad, Anthony, Nadia and Scott

About Mari Adam

Mari Adam, Certified Financial Planner™ 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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