Featured Press
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC was awarded “The Richard J. Snyder Distinguished Service to the College Award” for all the work he does with his alma mater Babson College and Fraternity Theta Chi Fraternity. November, 2023.
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC Represented Theta Chi Alumni at the Babson Alumni Advisory Board meeting followed by the Theta Chi Alumni Annual Meeting with brothers spanning from the 1960s to the 2000s along with engaged potential interested members on Back-to-Babson Day. After, they went to their “helping hand” Theta Chi Stem Cell drive and honored Chris Sherman along side the potential interested members topping last year's registration by more than double! September, 2023.
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC Shares the concept and process of a family fire drill to prepare for the furture and build relationships with clients at MDRT in Nashville, TN, June 27th, 2023
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC Presented on the Secure 2.0 Act for Ashland Buisness Association (ABA), January 31st, 2023
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC featured in an article by the MetroWest Daily News on the 25th Annual Cystic Fibrosis Cycle for Life ride, October 3rd, 2022
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC serves as a panelist for the National Association of Financial Advisors (NAIFA-MA) & MassAHU Panel Discussion on “How to Plan for Health Insurance Costs while Working and Beyond", September 28th, 2022
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC serves as a breakout speaker on the topic of "Navigating the Long-Term Care Insurance Market Place" for the National Academy of Elder Law Service (NAELA), January 4th, 2019
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC inducted into the Hall of Fame
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC and Erica L. Mellone, CLTC Serve as Featured Authors for Life & Health Advisor on the benefits of "The Long-Term Care Family Fire Drill", July 2013
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Adam P. Marino, CFP®, CLTC Earns the Certified Financial Planner practitioner Designation (CFP), Boston Business Journal, July 2013
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Adam M. Sachs, CFP®, CLU® , ChFC® , CLTC, Serves as Panel Speaker at the MDRT "ConneXion Zone" on the Benefits of the Long-Term Care Family Fire Drill, June 17, 2013
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Adam M. Sachs, CFP®, CLU®, ChFC®, CLTC Among Top Wealth Managers, Ashland Tab, June 1, 2012
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Adam M. Sachs Named YAT Leader of the Year by NAIFA, which Recognizes NAIFA Members Under the Age of 40 Who are Committed to Volunteer Work in their Industry and in their Community, NAIFA 2010.
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Adam M. Sachs Serves as Featured Speaker for Members of the Ashland Business Association on "Small Business Opportunities", May 2009
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Adam M. Sachs Quoted in Life Insurance Selling on "Being a Center of Influence to Centers of Influence", January 2009
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Adam M. Sachs Elected as President, NAIFA (National Association of Financial Advisors) Massachusetts, 2009-2010 Calendar Year
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Adam M. Sachs Serves as Featured Speaker for the Salem State College Institute for Continuing Education for Accountants, October 2008
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Adam M. Sachs Interviewed by Ashland's Local Cable Access Channel, Ashland Business Association Member Spotlight, 2006
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Adam M. Sachs Serves as Speaker for the Long Term Care Forum on Long Term Care Planning Strategies
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Past member and contributing editor of the Review Board for Certified Long Term Care specialist Board (CLTC)
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Past speaker on financial planning for Federal employees
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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. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.