Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Scherzer is an Investment Advisor Representative at Independence Square Holdings, LLC. Adam has been in the industry since January 2004 and has experience in financial planning, portfolio management, and insurance services. Adam also owns Scherzer Financial Inc., which provides investment advisory services and insurance products. Adam is a graduate of the University of Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
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PA
11/25/2024 - Present
Independence Square Holdings, LLC (Conshohocken PA)
Active
Inactive
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