Adams & Associates, Inc.

Adams & Associates, Inc. We are a Comprehensive Financial Services Firm that Helps Clients Achieve Long-Term Goals. Cambridge and Adams and Associates, Inc. are not affiliated.

We are a comprehensive financial services firm, dedicated to improve clients long-term financial success. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is...
05/19/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

This month, we're inviting you to take a closer look at your financial knowledge. How confident are you in understanding...
05/15/2026

This month, we're inviting you to take a closer look at your financial knowledge. How confident are you in understanding key investing concepts, retirement planning essentials, and the factors that shape your long-term wealth? Swipe through our quiz to put your skills to the test.

As always, our team at Adams & Associates Inc is here to support you. If reviewing these topics brings up any questions about financial planning or your overall strategy, we encourage you to reach out. We're here to help you move forward with clarity and confidence.

Graduating with student loans or other debt is more common than many people realize. Debt can feel overwhelming, but hav...
05/12/2026

Graduating with student loans or other debt is more common than many people realize. Debt can feel overwhelming, but having a clear plan can make a meaningful difference in your long-term financial stability.

Here’s a simple way to start taking control of your post‑graduation debt:

• Begin by listing all your loans, credit cards, and outstanding balances so you have a full picture of what you owe.
• Note each interest rate and minimum payment to help you prioritize repayment strategies.
• Plan your monthly payment approach to keep debt manageable and prevent it from sn*******ng.

Our team at Adams & Associates Inc is here to help recent graduates build a strong financial foundation. If you’d like guidance on your broader financial plan, including investment strategies or retirement planning, reach out anytime.

Our team at Adams & Associates Inc wishes a warm and heartfelt Happy Mother’s Day to all the moms, grandmothers, and mat...
05/10/2026

Our team at Adams & Associates Inc wishes a warm and heartfelt Happy Mother’s Day to all the moms, grandmothers, and maternal figures who support their families every day.

From early mornings to long nights, your dedication makes a lasting impact. We are grateful for everything you do.

Whether you’re celebrating your own mother, honoring a partner, or recognizing someone special, we hope your day is filled with appreciation and connection.

As your family grows, protecting your financial future becomes even more important. Life insurance can offer stability, ...
05/04/2026

As your family grows, protecting your financial future becomes even more important. Life insurance can offer stability, security, and peace of mind as you navigate major life changes like marriage, children, and long-term planning.

Our team at Adams & Associates Inc is here to help you understand your options and choose coverage that supports your family’s goals. Ready to review your current policy or explore new coverage?

Give us a call for a personalized conversation about what’s right for you.

Financial planning for college can feel like a big task, but the right strategies make it far more manageable. Several s...
04/23/2026

Financial planning for college can feel like a big task, but the right strategies make it far more manageable. Several smart savings tools are designed to help families prepare for future education costs.

Swipe through to explore some of the most common options available to parents and guardians.

If college is still years away for a child in your life, starting early can make a meaningful difference. And if you have questions about investing, savings strategies, or your overall financial plan, our team at Adams & Associates, Inc. is always here to help.



(Content prepared for Adams and Associates Inc by Levitate)

April is Financial Literacy Month, and our team is committed to helping you understand the key steps to manage, protect,...
04/10/2026

April is Financial Literacy Month, and our team is committed to helping you understand the key steps to manage, protect, and grow your money. Building financial literacy can give you the confidence to tackle goals like debt reduction, retirement planning, and long‑term wealth management.

Swipe through to explore practical insights from our financial advisors in North Carolina.

If you're ready to review your financial strategy, give us a call at (252) 923-0845. We're here to support your planning every step of the way.

Spring is in full swing, and our team at Adams & Associates Inc is enjoying the longer days and renewed energy this seas...
04/07/2026

Spring is in full swing, and our team at Adams & Associates Inc is enjoying the longer days and renewed energy this season brings. It’s a great time of year to revisit your financial goals and make sure you’re on track.

If you’re thinking about updates to your financial planning, retirement planning, or investment management strategies, we’re here to support you. Let us know how we can help you make the most of this season.

We’re wishing our community a warm and meaningful Easter. As this season of renewal arrives, it’s a wonderful time to pa...
04/05/2026

We’re wishing our community a warm and meaningful Easter. As this season of renewal arrives, it’s a wonderful time to pause, reflect, and appreciate the moments and people that matter most.

However you choose to spend the holiday, we hope it brings joy, peace, and a renewed sense of hope.

Happy Easter from all of us at Adams & Associates, Inc.

You may have heard of mutual funds before, but they’re just one of the many types of financial packaged products. Unders...
03/24/2026

You may have heard of mutual funds before, but they’re just one of the many types of financial packaged products. Understanding the differences between these products can help you make informed decisions and may help you build a more diversified investment strategy.

Need help choosing the right mix of investments based on your financial goals, time horizon, or comfort? Call us today for personalized support.

Address

424-A Carteret Street
Bath, NC
27808

Telephone

+12529230845

Website

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