Adam Phillips Email & Phone Number

Coming from a family of successful business professionals, I knew I wanted to focus my career in a business-related field. After I graduated with my Associates degree in Business Administration from Jamestown Community College, my interest in finances lead me to an Accounting Major at the State University at Fredonia, where I earned my Bachelor’s. My education, as well as, my unique caring nature, propelled me into a career as a Financial Consultant. I enjoy building relationships with my clients to better understand their situations and help educate them on the pros and cons of different strategies applicable to them. Making informed decisions together with my clients, helps me be the most efficient.

Listed skills include Wealth Accumulation, Insurance Needs Analysis, Wealth Preservation Planning, Business Succession Planning, and 3 others.