Business Description:
Adam Sachs is a Senior Financial Advisor with John Hancock Financial Network in their Wellesley Hills Firm. Adam joined the Wellesley Hills firm after graduating from Babson College in Wellesley, Massachusetts in 1993. Shortly, after joining the Firm, Adam acquired industry designations including the Certified Financial Planner (CFP) designation and as well as becoming a Certified Long-term Care Consultant (CLTC).
He assists individuals, families and businesses in achieving their financial goals by designing a comprehensive strategy that suits their individual needs. He specializes in protection planning, wealth management, college funding, retirement analysis and estate planning.
Whether you are a sole proprietor or shareholder within a corporation, Adam can provide you solutions to retain and attract employees, accumulate wealth with business dollars and develop a strategy for business continuation.
Adam was born and raised in Worcester, Massachusetts and he currently lives in Ashland with his wife, Joy, daughter, Ashley and son, Andrew. |
