John R. Adams, Financial Advisor

CONNECT

Address:

125 Lincoln Avenue Ste. 200
Santa Fe, NM 87501-2021

Phone:

(505) 982-1904,(800) 233-4108 toll-free

Fax/Other:

(505) 982-1909

My Calendar

February -- initial 1099's due out

February -- Reviews of investment performance for tax reporting.  Food Depot Souper Bowl.

March -- final 1099 corrections expected.

April -- Future planning for cash flow, tax situations and investment time horizons.

May and June -- Research on investment opportunities.

July 4--Pancakes on the Plaza fundraiser for Santa Fe Rotary Club Foundation

Pancakes on the Plaza 2013

July and August -- Annual reviews of investment plans

September  -- Pete Levya Memorial Golf Tourny benefit for the NM Boys and Girls Ranches.

September and October -- Selection of suitable investment opportunities for the coming year.

November and December -- Implementation of investment plans with select opportunities.

 

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