Reviews for CMA Wealth Management, LLC

Oct 2024
We cannot speak highly enough of Craig Adams and the exceptional service he provides. As we navigate retirement, trusting someone with our financial future was crucial, and Craig has earned that trust completely. Both Gary and I feel like he’s become a part of our family with how much care and attention he puts into every decision. He’s always patient, taking the time to explain things in detail, and is available whenever we need him. It’s clear that he is constantly looking out for our best interests, which gives us great peace of mind. We’re grateful to have Craig guiding us through this important phase of our lives.

Karen G.
Aug 2023
Craig is the best, young and experienced, been doing this for many years. A great Financial Planner and Advisor for us for a decade +. Has earned us many investment rewards and income.Best of all, he's personable, caring, professional, and responsive. Alerts us before and after the fact of changes. We trust him completely.

From CMA Wealth Management, LLC

As an Investment Advisor Representative of Grove Point Advisors, LLC., I am able to assist my clients with financial planning and asset management. Working with successful individuals, upstanding families in the community and closely held business owners is the focus of my practice. As an independent advisor, I have extensive resources that allow my clients to receive access to exceptional and exclusive investment opportunities. My goal is to provide my clients with unmatched service and an experience that will develop into a life long relationship.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5