Adam Taff is a Financial Advisor with HF Financial in Charlotte. Adam’s broad knowledge of insurance and investment products, along with his specialized attention and comprehensive financial planning tools, give his clients the confidence they need when working with a financial advisor. His smart financial strategies are designed to help his clients maximize their wealth and achieve their short-term and long-term goals, integrating the following financial pieces:
- Financial Position
- Protection Planning
- Investment Planning, including college savings
- Tax Minimization Planning
- Retirement Planning
- Estate Planning
Adam has an MBA from George Mason University, and a B.S. in engineering from the University of Maryland. Adam’s wife Jacki is an emergency medicine physician at Carolinas Medical Center, and together they live in Charlotte, NC with their daughter, Avery.
Adam Taff is a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 6000 Fairview Rd, Suite 400, Charlotte, NC 28210, 704-557-9600.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies