James C. Adams III, CLTC

CLTC, Financial Services Professional

Contact:

Office: (860) 777-1301

Mobile: (860) 918-2563 (Call Only)

Practice Snapshot

How I Help:

Investment Planning

Who I Help:
  • Individuals
  • Families
  • Small Businesses
  • Executives

About Me:

I have dedicated my entire three-decade career to financial services. I work with individuals, families, small businesses and executives, helping them with their risk management and investment planning needs.

Outside of the office, I enjoy tennis, travel, skiing, and time with my family. My wife and I reside in Glastonbury and are the proud parents of two daughters and a son, who has followed in my footsteps and started an insurance career of his own.

A tailored approach

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

Unique perspectives

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.

Authentic relationships

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.