About Adam Sachs
 

 

Adam M. Sachs
CFP®, CLU®, ChFC®, CLTC, AIF
®    
Financial Planner

781.446.5006
asachs@centinelfg.com                                                     

 

Since 1993, clients have chosen to work with Adam Sachs because of his knowledge, honesty and sincere desire to serve. What this means is that Adam invests the time to understand your unique situation and shares a process that helps inspire you to take action. The real benefit is the confidence and certainty you will gain in putting your intentions and most important relationships first.

Adam Sachs began his financial practice with Centinel Financial Group, LLC after graduating from Babson College in Wellesley, Massachusetts. Shortly after joining the firm, he acquired the Certified Financial Planner certification and has built his practice using comprehensive financial strategies to assist his clients in reaching their goals. Adam's planning process centers around gaining an understanding of his client's current financial situation, taking into consideration their goals and objectives. He then makes recommendations and assists in implementing solutions tailored to each client's unique circumstances and needs. Personal relationships are Adam's main focus, as he prides himself on being a resource to his clients and on building long-lasting relationships. As a financial advisor, Adam is able to provide a wide array of wealth management, investment and insurance strategies. Through his extensive network of CPA's, attorneys and other experienced professionals, he is able to design strategies for the various stages of his clients' lives.
 
In addition to working with clients, Adam is actively involved in serving his local community and industry. He is the past-President of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts and currently serves as the Government Relations Chair. He has participated for the past several years in the Cycle for Haylee, a bicycle ride to raise money for the Cystic Fibrosis Foundation. In his town, Adam serves as the scholarship chair for the Ashland Business Association and is a member of Temple B'nai Shalom.

Adam was born and raised in Worcester, Massachusetts and currently resides in Ashland with his wife and three children. He loves sports, cooking and being an advocate for others.