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Details

Creating financial strategies for a better tomorrow.

General Info

Jerry Adams Financial Strategies is a family-owned business that understands the importance of building and maintaining your financial future. For over 35 years, Jerry has been helping to secure the financial future of those in the surrounding community and by partnering with Jerry Adams Financial Strategies you will benefit from his professional experience. From retirement and succession planning to Social Security maximization and wealth preservation, Jerry will help you and your family plan your financial goals and help you achieve all that life has to offer. At Jerry Adams Financial Strategies, we focus on pre-retirees, retirees, professionals, small business owners and individuals in need of expert advice. Whether it is income planning for your retirement, maximizing your income if you are already retired, or leaving a legacy, Jerry is committed to working closely with you to coordinate and integrate retirement solutions that fit your goals. Whatever your ambitions may be, Jerry will help you pursue your objectives while creating a systematic plan of action.

HoursCLOSED NOW
Regular Hours:
Mon - Thu

Contact Info

Phone:

Main - 985-395-9366

ExtraTollFree - 877-395-9366

Address:
1113 Main St Patterson, LA 70392
Email:

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Categories
Insurance, Financial Planners, Financial Planning Consultants, Health Insurance, Life Insurance
Services / Products
Our Personal Planning Services: Business and Personal Life Insurance planning; Income Protection - Disability; Retirement Income Planning; Estate Conservation Strategies; Charitable Planning; IRA Funding: Traditional and Roth. Our Products: Permanent Life Insurance; Term Life Insurance; Annuities; Lifetime Income Annuities; Individual Health Insurance; Long-term Care Insurance; IRAs, SEPs, Simple IRAs and 401(k)s
Payment Options
all major credit cards
Data provided by one or more of the following: Thryv, Data Axle, Yext.