Adap Tax Finacial is a California-registered Investment Advisor, offering securities through TD Ameritrade. We offer a full range of investment products including stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, options, government securities, and more.

We provide ongoing investment advisory services for an annual fee and do not charge any sales commissions or receive any sales incentives from securities issuers.

A variety of different types of accounts are available to clients including Individual, joint, custodian, IRAs and trusts.