adam-mahd_dbcfef35d7874d4c800e28ba8ba48bc8

Adam Mahd

Financial Services Representative

MBA

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Retirement Income Planning
  • Special Needs (ChSNC Required)

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck