AdaptFirst Tax and Investments Information
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AdaptFirst Tax and Investments
Summary
AdaptFirst Tax and Investments is a holistic financial services firm bringing together tax planning and preparation, bookkeeping, investment management, and financial planning for families and busines...Show more
Organization Website | adaptfirst.com |
Social Links |   |
Phone Number | 3367590300 |
Industries | |
Headquarters Location | 109 a E Mountain St, Kernersville, North Carolina, 27284 US |
Employees Size | 10-50 employees |
Specialties | Investments, Investment Research, Portfolio Management, Financial Planning, Insurance Consulting, Stock Analysis, Value Investing, Technical Analysis, Fundamental Analysis, Investment Consulting, Subscription Newsletter, 401k Management, IRA, Asset Allocation, Nest Egg Investing, Custom Portfolios |
Founded | 2017 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at AdaptFirst Tax and Investments shows a diverse range of experience levels:
43% for 1–2 years14% for 3–4 years43% for 5–7 yearsDiscover More
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AdaptFirst Tax and Investments
Charles Freeman
President
Tracy Furman
Accountant
Jim Sutton
Investment Advisor Representative
George Kitchen
Investment Advisor at Adapt First, LLC
Debra Hamill
Administrative Assistant
Gregory Schlaudecker
Chief Operating Officer
Tristen Gadberry
Financial Management Specialist
Tyler Rodriguez
Tax Accountant
George kofi Banahene
Staff Accountant
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FAQ
AdaptFirst Tax and Investments operates in the Bookkeeping, Portfolio Management industries. More details can be found on the official website: adaptfirst.com.
The headquarters of AdaptFirst Tax and Investments are located in Kernersville, United States.
You can contact AdaptFirst Tax and Investments by phone at 3367590300.
AdaptFirst Tax and Investments currently employs 10-50 people.
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