Financial Advisor
Florida Financial Advisors 5.0 (63)
1 East Independent Drive, Jacksonville
904 Top Rated
Financial AdvisorJacksonville 4.7 (12)
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Financial Advisor in Northeast Florida
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Claim this listing4.7 on Google from 12 reviews · Read on Google
Recent Google reviews
The best decision I ever made was connecting with Adam Wolf and his team. I live in Atlanta and he consistently communicates with me by phone or zoom call. He's helped me with my retirement plan and funds and what a difference he's made with my investments. I feel secure with my retirement now.
Financial Advisor
1 East Independent Drive, Jacksonville
Adam has been our financial advisor for about 8 years, and has helped us reach our retirement goals in so many ways. He and his team are warm and welcoming, and go out of their way to help their clients in any way they can. We are glad to have found them, and highly recommend Wolf Retirement Navigation to anyone considering retirement planning.
Adam and his team went above and beyond all my expectations, from the very first moment my (widowed) mom met everyone back in August 2016, at which time Adam answered all the questions we had regarding moneys my (deceased) father had set aside for Mama to live on for the rest of her life. My precious mother so enjoyed and adored everyone and especially looked forward to visiting the office often, where all her favorite chocolates waited for her, to give hugs to everyone! When Mama passed in April 2021, the Wolf Retirement team continued to take complete care of all the (financial) details with such exacting thoroughness and expertise, including the various complicated trusts, which made such a sad and difficult time somewhat bearable. Adam and the team became "family by heart," and I will forever be grateful for all the guidance, love, and compassion we received. If I could give 100 stars out of 10, I would! Please consider scheduling an appointment with Adam to discuss your retirement; it will be one of the best decisions you will ever make... it certainly was in Mama's case!
I highly recommend Wolf Retirement Navigation. After turning 65 it was difficult to figure out what to do with my 401B savings. Adam guided me by managing my savings into various accounts to accrue interest. My husband did the same with his 403 account. My husband and I are very satisfied and trust this team.
Adam and his team understand financial planning. They help you establish your "number" ... the amount of money you need to retire... it's different for everyone. I like that Adam is a CPA too... he knows numbers... better than I ever will.
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