Adam Roberts

Adam Roberts

Financial Professional

Adam A. Roberts works on both the individual & business side of financial planning & risk management. Adam’s philosophy is that a genuine & enduring relationship built on transparency is the cornerstone to successful financial advisory.

 

Adam specializes in:

  •  Retirement Planning
  •  Wealth Management
  •  Tax Reduction/Mitigation
  •  Estate Planning & Transfer of Wealth
  •  Life & Long-Term Care Protection
  •  College/Education Savings Planning


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (518) 373-7334
Fax (518) 373-7373