Yvette Adams


    Focus: Insurance Strategies, Business Owners, LGBTQ, Group Benefits, Business Succession Planning, Financial Education, College Funding Strategies, Charitable Giving, Retirement Income Planning

    Languages: English

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

    Education

    University of South Carolina 1897-1991
    Capella University 2010-2012

    Hobbies

    Reading
    Writing Poetry
    Nature Trails

    Community Involvement

    Relay for Life

    See Yvette’s Licenses and Disclosures

    Contact Yvette

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    Columbia Satellite Office - Berry Hill Road

    Satellite Office

    250 Berryhill Road Suite 100
    Columbia, SC 29210

    CRN202008-234829