A sincere thank you to Bill Dyess of Dyess Insurance Services! Bill was our “expert” guest today, and graciously shared his insights and knowledge of long-term care insurance for clients and guests at a lunchtime seminar in our office. Bill has more than 35 years of experience in the insurance field and specializes in long-term care. (How’s that […]
Please join with us in offering warm congratulations to Stephanie Cooper in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark! It’s a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements. Stephanie is also receiving a well-deserved promotion to the position […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431