Adams & Associates

8484 Allentown Pike
Blandon, PA 19510-9459

610-916-6393

Business Highlights

Our broker dealer, Cadaret, Grant & Co., Inc., has no proprietary products and maintains a reputation for quality service and integrity. Because Adams & Associates has no allegiance to any particular investment product, we are free to focus on the objectives of our clients. 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.

Services Offered

College Planning, Estate Planning, Estates, Trusts & Gifts, Financial Planning, Individual Retirement Programs, Investment Management, Pension Plans, Retirement Planning, Tax Penalty Assistance