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Atlantic Financial Advisors
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Business claimed Last updated: Over a year ago
About Atlantic Financial Advisors

Like other financial advisors Scott offers access to stocks, bonds, funds, and money management, but also all types of annuities, and exposure to non-correlated alternative Assets, like what some of t Go to full description...

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3217515599
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M-F 8am-5pm, Sa-Su Closed (Saturdays and Sundays by appointment)

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Email address: Scott@AtlanticFinancialAdvisors.com
Like other financial advisors Scott offers access to stocks, bonds, funds, and money management, but also all types of annuities, and exposure to non-correlated alternative Assets, like what some of the largest endowments like those at the universities of Yale & Harvard, use as they seek to reduce risk and improve overall returns. Scott also offers access to many FDIC insured investments that are like conventional CD's but are designed to pursue greater growth potential while still keeping FDIC protection. There are also Closed-end Funds which are designed to offer growth potential and be income producing. At Atlantic Financial Advisors each customer is treated as a unique individual with individual needs and goals which requires designing customized plans with YOUR goals in mind.
Services: Investments, Insurance, Retirement Planning, Asset Allocation, Business Succession Planning, Charitable Gift Annuities
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