Adam A. Roberts
Financial Advisor

Tel: 518-302-1799
7 Executive Drive
Clifton Park, New York  12065

About Adam A. Roberts - Financial Advisor

Modern financial services firm specializing in public sector financial planning. I offer holistic financial planning strategies that are geared toward households with one or more members working in the public sector.  My specialties include pension maximization strategies, tax avoidance strategies and estate planning.

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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