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Adam T. Taff

Financial Advisor

ChFC®, MBA

Biography

Adam Taff is an experienced Financial Advisor based out of Charlotte, NC.  His broad knowledge of insurance and investment products, along with his specialized attention and comprehensive financial planning tools, give his clients the confidence they need when working with a financial advisor. His smart financial strategies are designed to help his clients maximize their wealth and achieve their short-term and long-term goals, integrating the following financial pieces:

  • Financial Position
  • Protection Planning
  • Investment Planning, including college savings
  • Tax Minimization Planning
  • Retirement Planning
  • Estate Planning

Adam received his Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services, a Master of Business Administration (MBA) from George Mason University, and a B.S. in Nuclear Engineering from the University of Maryland. Adam currently lives in Charlotte, NC with his wife and their two daughters.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Business Succession Planning
  • Risk Management Strategies
  • Financial Education
  • Estate Planning

Languages

  • English

CRN202302-278804

Check the background of this investment professional on FINRA's BrokerCheck