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portrait of Haley C Adams
FINANCIAL ADVISOR

Haley C Adams

CFP®, ChFC®, AAMS™
628 Somerville Ave Ste 1, Somerville, MA 02143opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Haley

My focus is helping women on their own (either by choice, divorce or widowed) and investors and couples within 15-20 years of retirement. In partnership, I will help you make informed decisions with your serious money to reach your retirement and other lifetime goals.

Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practical knowledge, personal experience and a passion for helping others. I understand that for some, finance can be like a foreign language. I take pride in working with people who are inexperienced with investments...

Focus Areas

  • Divorce Finances
  • LGBTQ+ Finances
  • Sustainable investing
  • Special Needs Financial Considerations
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Williams CollegeBachelor of Arts

Personal Interests

  • Volunteering
  • Animal Rescue
  • Traveling
  • Skiing
  • Outdoor Enthusiast

Team Members

  • Elio Villegas
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Phone

(617) 764-5360

Fax

(877) 721-2104

Office Address

628 Somerville Ave Ste 1
Somerville, MA 02143opens in a new window

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