EDWARD JONES Haley Adams - Financial Advisor

  • Financial & Investment Services
628 Somerville Ave.
Suite 1
Somerville, MA 02143
(617) 270-3350
9am - 5pm Mon-Friday. Before and after hours by appointment.
  • About

    I partner with individuals and families who are serious about reaching their long-term financial goals. Using an established process, I help my clients build customized financial plans that are designed to achieve their goals. I take the time to listen to my clients and gain an understanding of what is important to them. Once a plan is in place, I maintain regular contact with my clients to address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential.

    I genuinely love my job as a financial advisor because what I do makes a difference in the lives of friends, family and my community. I want every one of my clients to have choices in their futures. Through careful financial planning, I help my clients achieve a variety of goals, including saving for retirement, planning for college expenses, and creating legacy plans.

  • Whom to Contact

    • Haley C Adams, CFP®, ChFC® , AAMS™
      Financial Advisor
      8 Hudson Street
      Somerville, MA 02143
      Phone: (617) 270-3350