Adam Cummings, Financial Advisor

FINANCIAL ADVISOR
Adam Cummings

CFP®, CRPC™
223 Taylor St Suite 1118, Punta Gorda, FL 33950opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Domestic Partner Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Sailing
  • Reading
  • Traveling
  • Woodworking

Team Members

  • Jeanette Baker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 639-0233

Fax

(855) 522-1054

Office Address

223 Taylor St Suite 1118
Punta Gorda, FL 33950opens in a new window

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