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Adam S

Series 65

Pottstown, PA

ACS Tax & Financial Advisors PC

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

General retirement planning Social Security optimization Charitable giving & philanthropy Tax-loss harvesting Business ownership considerations Retired
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