Stacy Adamuska

446 Main St Suite 1600
Worcester, MA 01608

About New York Life

My approach to retirement planning is very individualized. I take the time to listen to your goals, help you put a plan together, then work together with you to achieve them. I work together as part of an overall team of advisors. I specialize in Retirement and Estate Planning. I work throughout MA and CT.

12 Years of Experience



General Information
Firm Start Year:   1849
No.of Employees:   20-49
Insurance License#:   1840950
Name of Broker/Dealer:   New York Life Securities
States Licensed in:   MA,CT
Number of Years with Current Firm:   3
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At my office , At your office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Variable Annuity , Variable Life , Long Term Care , HMO , Life , Health , Annuity , Accident
Financial Organization Memberships:   Society of Financial Services Professionals , National Association of Insurance and Financial Advisors (NAIFA)


Firm Information
Firm's Number of Clients:   10000
Firm's Number of Planning Clients:   5000
Firm's Number of Managed Clients:   5000
Assets Managed by Firm:   $500000000
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   30
Advisor's Number of Planning Clients:   30
Assets Managed by Advisor:   $1,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $150000
Compensation Methods:   Flat Fee , Hourly , Commissions , Based on Assets
Hourly Rate:   $150
Flat Fee Rate:   $1000
Minimum Fee Charged for Hourly Planning Accounts:   $150
Minimum Fee Charged for Flat Fee Accounts:   $1000



FAQs

  • Do you have a customer satisfaction or refund policy? 100% customer satisfaction.
  • What services do you provide? What are your specialties? I specialize in Retirement Planning and Estate Planning. Those two fields encompass , Life Insurance, Long Term Care Ins, Disability Ins,retirement savings, college funding, annuities, mutual funds.It also means being part of an overall team of advisors.
  • What is your experience? How many clients do you currently manage? I have 12 years experience in the financial services field. I have several clients that I do extensive planning for.
  • What financial institution(s) do you represent? I represent a fortune 100 Company, but I also have access to several more if needed.
  • How do you charge for your services? Fees, hourly, commission.
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Stacy Adamuska

Stacy Adamuska

Communities Served

MA CT

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM