Business claimed
Last updated: Over a year ago
Listed in:
Investment Services
,
Financial Planning
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...
Contact information
Phone numbers
Fax numbers
3217515599
Business hours
M-F 8am-5pm, Sa-Su Closed (Saturdays and Sundays by appointment)
Business website
Additional business details
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