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portrait of Adam R Waller
FINANCIAL ADVISOR

Adam R Waller

707 Whitlock Ave SW Suite F3, Marietta, GA 30064opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Adam

Hello Friends,

When I head outdoors for a run, I find a strong parallel between planning for retirement and running a race. Both seem like a long distance to cover, but having a personal trainer to provide a training plan, manage activity and track results makes a difference in reaching the goal in solid condition. Just like after a run, the next step involves stretching – stretching your income strategy over your life and providing for your loved ones.

My family has called this area home since 2000 and it is safe to say we are here to stay. I came to...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies

Education

  • Kennesaw State UniversityBachelor of Business Admin

Personal Interests

  • Personal Fitness
  • Golfing
  • Spending Time with Family
  • Fishing
  • Outdoor Enthusiast

Team Members

  • Ana Bonilla
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(770) 919-7047

Fax

(855) 804-1387

Office Address

707 Whitlock Ave SW Suite F3
Marietta, GA 30064opens in a new window

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