Life Investors Paul Meresca

Adam Scott Associates, located in Boca Raton, FL, is dedicated to prioritizing clients' financial futures through a comprehensive range of services tailored for high net worth individuals. Their team of professionals specializes in personalized wealth management strategies, retirement income planning, and Social Security optimization to ensure clients achieve stable and successful retirements. The firm offers a variety of investment options, including traditional and Roth IRAs, brokerage accounts, and a selection of insurance products such as universal and whole life insurance. With a commitment to securing clients' futures one asset at a time, Adam Scott Associates provides custom financial solutions that address diverse investment, estate, and tax planning needs. Generated from the website

Swiss Capital Financial Inc is a financial services firm based in Boca Raton, FL, specializing in investment management and wealth advisory services. With a focus on personalized financial planning, Swiss Capital Financial Inc assists clients in achieving their financial goals through tailored strategies and expert guidance. Generated from their business information

Adam Scott & Associates goal is to help you to steer your course toward a lifetime of financial security. Helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning, and maximizing social security payout.We know that managing social security, long-term care insurance, estate planning, investment advisors, accountants and bankers takes a lot of work and we want to partner with you so that you do not have to go it alone.Call us today at 561-226-4657 so you can get the best assistance in making your strategic financial decisions so that you and your heirs meet your goals.