“My wife and I have known Adam for a few years now and during this time we have been very impressed with his aptitude not only with his sensible and skillful placement of our money but also his high level of service. He took a very personal approach to thoroughly examine our goals and risk tolerance before coming up with a plan tailored for us. Adam regularly gets in touch with us and also visits us several times a year to review our portfolio. I’ve never known someone to respond to a call, or reply back to an email, faster than him. I even referred my parents to Adam and they are now his clients.”
-Randy H., Investor and Teacher
I found Adam by accident as we do most things in life. After finding Adam my next discovery was that he is a man of quality, of ethics and personal integrity. This is coupled with a sincere desire to do the job right. He focuses on detail, the convenience of his clients, providing high quality service and all at a reasonable price. Amazing. I have referred several friends to Adam and all are satisfied with his work. I recommend him highly.
– Edward G., Attorney at Law
“Adam is always looking to discover something new. He is very scrupulous. It almost seems like he relishes not knowing an answer as he will quickly delve into the research and discover it, along with five other things related to the question.”
– Alan M., Engineer
“I had been using the same accountant to do my taxes for 20 years and was pensive about switching. I decided to give it a whirl and boy am I glad I did! Adam was very flexible and easy to work with. Our first meeting was at his lovely office in the Loop. Our second at a Starbucks in my neighborhood…very convenient. Adam noticed something on my tax return that my previous accountant and advisors at UBS & Fidelity had not seen. It saved me $1,300! Needless to say I was thrilled.“
– Susan H., Marketing/Sales Specialist