Adam Beach

Adam is the real deal. He listens to his clients needs intently and always treats them with respect and kindness. His knowledge regarding financial planning for your family is off the charts. He goes the extra mile to make sure you are completely satisfied with his service. I should know, I'm in the customer service business myself. Thanks Adam!

I have been working with Adam Beach for four years, when I purchased my first home.

My mortgage broker had recommended reaching out to him for insurance, and I sent an email one evening and heard from him first thing the next morning, and our relationship has expanded as I work to build my investment portfolio.

Adam is personable, knowledgeable and provides solid recommendations on my portfolio. Through the year, he provides insightful emails on market trends in investments and other economic considerations that do make me pause and think. It is this proactiveness I appreciate in combination with his diligent communication.

I would highly recommend Adam to those looking for sound investment (and life) advice!

It was a pleasure to work with Adam. He came highly recommended & didn’t disappoint. When looking for an advisor, we wanted someone who was honest and knowledgeable. Adam easily checked off both boxes. He listens to the customer and helps you make the best decision for you. I never felt pressure at any point. If anything, there was ease. My wife and I walked away with a plan that was perfect for us. We couldn’t have done this without Adam. The customer care afterwards has been great. We had further questions and Adam (and his team) replied promptly with answers!

Adam was recommended to my wife and I by our former insurance/financial advisor when he was diagnosed with terminal cancer, and we are very grateful to him for bringing Adam into our lives.

Adam has had his fingers on our financial pulse for a number of years now, and been super helpful at helping us achieve our financial goals.
The past year particularly, has been a rocky ride for most, but Adam has been solid in his recommendations for our portfolios and kept us in the black.
Year over year, Adam has been only a phone call away should we need access to our money, or advice on financial issues or insurance face to face.

If you are looking for a personable, honest and committed advisor for your financial and/or insurance needs, Adam is your man.

Great guy, smart and knowledgeable advisor.

I've been investing with Adam for 4 years now. Adam is very responsive - he keeps an eye on things and discusses when it's time to adjust strategy. He's knowledgeable and trustworthy. My returns with Adam have beaten my employer's plan every year.