portrait of Adam Robertson
FINANCIAL ADVISOR

Adam Robertson

CFP®, AAMS™
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Divorce Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Running
  • Community Outreach
  • Art & Theater
  • Outdoor Enthusiast

Team Members

  • Jacklyn Smith
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(219) 961-2016

Fax

(877) 324-6788

Office Address

322 US Highway 41 207
Schererville, IN 46375opens in a new window

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