Weiner Adam - Adam Scott & Associates is a financial advisory firm based in Boca Raton, FL, dedicated to helping individuals achieve long-term financial security. They specialize in assisting clients close to or at retirement age, offering guidance on asset allocation, tax optimization, health care planning, and maximizing social security benefits.
Their comprehensive range of services includes managing retirement accounts, brokerage accounts, income planning, and insurance options such as universal life insurance and long-term care insurance. With a team of experienced professionals, Weiner Adam - Adam Scott & Associates aims to provide personalized assistance in making strategic financial decisions to help clients meet their goals.
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