David & Jodi McNamara, South Carolina
I first came across the Adair & Associates ad on Facebook. I came into the relationship having worked with a large national investment firm, who were less than receptive to hearing my concerns. So, when I started working with Hunter and his team, they did a really effective job of listening to me, in addition to educating me along the way.
Hunter and his team are very responsive. Early in our relationship, I had several questions which were all addressed thoroughly and promptly. They have also been a great resource in the planning of my retirement. As is the case for all of us – having a partner who can walk you through this important season in life is important to say the least. I have been impressed with the team’s scope of knowledge and expertise, while delivering a high level of customer service.
Brett & Karen Kennedy-Butler, Maryland
When my father passed, Hunter was my "right hand man" so to speak. We had accounts at multiple companies, and it took us a couple years to get everything consolidated and manageable. Hunter and his team walked me through so much and did so much for our family that was outside the scope of their business. I am so grateful for their compassion and support.
Every time I call, I feel like my concerns and issues are being heard. If I need something, someone always calls or emails me back quickly, and gets the answers I need. One of the best attributes of Adair & Associates is that you get to speak to the same people every time! No time waiting on hold or talking to a different person every time.
Hunter and his team are always offering ways to help us improve our financial strategies. You won't get a better team, they will always have your back and look out for you and your family!
Bob & Mary Lee Rose, Florida
We have been working with Hunter and his team for the past decade and have never worked with any other firms in the past, but we can say that Hunter and his team listen carefully and offer constructive guidance during all our meetings.
In particular, we’ve been preparing for retirement and an entirely new framework for household budgeting. During that time we always received timely and complete responses from the team.
The biggest benefit to our family since we began working with Adair & Associates is that we’ve gained clarity concerning our entire financial picture, and confidence in knowing that our planning process is sound.
We would highly recommend Hunter and his team, and in fact we have actively done so in the past -- the team is professional and focused, but in a manner that is friendly and enjoyable.
Sam & Linda Webb, Maryland
Prior to working with Adair & Associates, we were managing all financial and planning ourselves. This was getting to be an increasing burden on us and there were a lot of issues, tax law changes, etc. that we were unfamiliar with and not prepared to address. Working with Hunter and his team has greatly relieved us of these issues and the related stress. Adair & Associates has provided us with strategies to best manage our financial assets, as well as providing answers to Social Security and Medicare questions, which has allowed us to focus more on enjoying retirement and family.
Linda Fox, Florida
I am very satisfied with Hunter and his team’s amazing ability to keep me informed about my accounts. I also feel very confident in the handling of my accounts. If I have any concerns, they were and are addressed swiftly and I have every confidence in Adair & Associates. I would highly recommend their services to anyone looking for guidance. They’ve made an impossible time in my life more bearable, as I have complete faith in their capacity to manage my money.
Jason & Wendy Slaughter, Maryland
When we switched over to Adair and Associates our biggest concerns were feeling supported, that we could have someone that we could call/email for help and making sure that we felt our assets were in good hands. If we have a question Hunter and his team are always super quick in getting back to us when we have questions.
Our appointments together are thorough, and time well spent! We always leave the appointment feeling like we have a plan and weren’t rushed in and out of the office. Hunter has always been willing to help in many ways. He has come to events we’ve held and supported causes in the community.
You want to feel like the person who is holding and investing your money is acting as if it is their own funds.
Tom Chiccone & Cheryl Barkley-Chiccone, Maryland
Hunter and his team have addressed our concerns from the outset as I transitioned from full time employment to part-time work during retirement. There have been no issues at all. In fact, we are now seeking guidance again as my spouse seeks the transition also.
All of this was new territory for us. Hunter has personally been on many calls with me as I moved assets, restructured debt; always guiding and reassuring. He personally picked up and transported documents when the need arose. Above and beyond.