About Adam Sachs

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


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 strategies 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 Life, a bicycle ride to raise money for the Cystic Fibrosis Foundation. In his town, Adam served as the president and 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.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations. Royal Alliance Associates, Inc., does not offer long term care products or services.




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck