Who is Passero Adams, Inc.

In financial and life planning, Passero Adams, Inc. means choosing a firm with over 30 years of experience and having acquired extensive knowledge in areas such as Estate and Retirement Planning, Tax Preparation and Analysis, Executive Planning and Services, College Funding, Mutual Funds and Annuities, 401(k), IRA's, SEP's, 403(b), as well as many other services.

Passero Adams, Inc. believes that successful financial planning evolves from four distinct areas:
-Evaluation of current situation
-Determine what one wishes to achieve
-Develop and implement a sound plan to achieve goals
-Annual portfolio reviews

PA takes personal interest in each of their clients and works hard to develop strategies. As a company that encompasses clients in 30 states, 90 percent of contacts are held in person. PA's primary advisor is a CPA and an investment advisor- how many places in America offers these services under one roof?

PA's compassion is to provide absolutely the finest products and services combined with flexibility to make recommendations that are in the clients best interest. To learn more about Passero Adams, Inc., their services and commitment, contact us 304.727.3038.