Haley Adams, Financial Advisor located in Somerville, MA

Financial Advisor
Haley C Adams

CFP®, ChFC®, CDFA®, AAMS®
628 Somerville Ave Ste 1, Somerville, MA 02143opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Divorce Finances
  • LGBTQ+ Finances
  • Sustainable Investing
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CDFA®

    CDFAUSA

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Animal Rescue
  • Traveling
  • Skiing
  • Outdoor Enthusiast

Team Members

  • Elio Villegas
    Sr. Branch Office Administrator
    FPQP®
  • Gianna Martinez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(617) 764-5360

Fax

(877) 721-2104

Office Address

628 Somerville Ave Ste 1
Somerville, MA 02143opens in a new window

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