Adam Robertson, Financial Advisor located in Schererville, IN

Financial Advisor
Adam Robertson

MBA, CFP®, ChFC®, CEPA®
322 US Highway 41 207, Schererville, IN 46375opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Health & Nutrition
  • Pickleball
  • Community Outreach

Team Members

  • Jacklyn Smith
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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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