Edward Jones - Financial Advisor: Haley Adams

Edward Jones - Financial Advisor: Haley Adams CFP® My focus is helping women investors and couples within 15-20 years of retirement. I understand that for some, finance can be like a foreign language.

My focus is helping women on their own (either by choice, divorce or widowed) and investors and couples within 15-20 years of retirement. In partnership, I will help you make informed decisions with your serious money to reach your retirement and other lifetime goals. Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practic

al knowledge, personal experience, and a passion for helping others. I take pride in working with people who are inexperienced with investments and money matters. I empower my clients with a clear understanding of the process and help put together the pieces of the "financial" puzzle in non-technical terms. In order to serve my client's more complex needs, I have earned the CERTIFIED FINANCIAL PLANNER™ certification. I have 22 years of insurance experience under my belt, so risk management within a financial strategy is a natural priority in my process. Along with a plan for growing wealth, I help my clients prepare for the unexpected through life insurance protection and long-term care considerations or by utilizing life insurance as a tax-advantaged legacy tool. I regularly collaborate with my clients' CPAs and attorneys to provide a seamless holistic financial strategy, always keeping client information confidential

I spend my free time with my family enjoying outdoor activities and all the action that my hip town has to offer. I sit on the board of the Somerville Chamber of Commerce, the Kiwanis Club of Somerville and the Prospect Hill Academy Charter School Foundation. If you think we may be a good fit, please call my office to set up an introductory meeting. 617-764-5360. Let's talk soon!
– Haley

Member SIPC.
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We understand the special circumstances for Social Security that are unique to you in particular.

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From balancing your child’s education to caring for loved ones, we can help.www.edwardjones.com/us-en

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Learn more: https://bit.ly/4hTKnGe

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

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Why it’s important

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Learn more: https://www.edwardjones.com/us-en/market-news-insights/personal-finance/women-investors/retiring

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

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Learn more: https://bit.ly/3QmgSR7

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

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Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

02/12/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Address

628 Somerville Avenue
Somerville, MA
02143

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+16177645360

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